Legacy Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Legacy Financial Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,694	Closed	-$387K	–	165
2020 Q4	$387K	Buy	4,694 +208	+5%	+$16.3K	0.11%	77
2020 Q3	$330K	Buy	+4,486	New	+$324K	0.1%	79
2020 Q1	–	Sell	-4,922	Closed	-$330K	–	114
2019 Q4	$330K	Buy	4,922 +420	+9%	+$26.9K	0.1%	91
2019 Q3	$278K	Buy	+4,502	New	+$276K	0.09%	93
2019 Q2	–	Sell	-1,102	Closed	-$65K	–	795
2019 Q1	$65K	Buy	1,102 +22	+2%	+$1.24K	0.02%	234
2018 Q4	$56K	Buy	1,080 +10	+0.9%	+$555	0.02%	225
2018 Q3	$63K	Hold	1,070	–	–	0.02%	221
2018 Q2	$62K	Buy	1,070 +4	+0.4%	+$225	0.02%	220
2018 Q1	$59K	Buy	1,066 +24	+2%	+$1.37K	0.02%	224
2017 Q4	$57K	Buy	+1,042	New	+$56.5K	0.02%	226

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Advisors's SUSA Position: Q1 2021 in Review

Legacy Financial Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2021, closing a stake of 4,694 shares — an estimated $387K sold.

Legacy Financial Advisors first reported a position in SUSA in Q4 2017 and held it in 10 quarters. The position peaked at $387K in Q4 2020. 353 funds tracked by Wall St. Rank hold SUSA as of Q1 2021.

Legacy Financial Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
Legacy Financial Advisors sold 4,694 iShares ESG Optimized MSCI USA ETF shares in Q1 2021, an estimated $387K.
Legacy Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 10 quarters.
Legacy Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $387K in Q4 2020.
353 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2021.

Based on Legacy Financial Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.