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Long Wharf Investors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Long Wharf Investors’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
2014
Q2 		$394K Hold
9,576
– – 0.31% 117
2014
Q1 		$374K Sell
9,576
-254
-3% -$9.73K 0.32% 119
2013
Q4 		$377K Buy
9,830
+540
+6% +$19.9K 0.34% 97
2013
Q3 		$329K Sell
9,290
-160
-2% -$5.63K 0.31% 103
2013
Q2 		$320K Buy
+9,450
New +$321K 0.31% 90

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Long Wharf Investors's SUSA Position: Q2 2014 in Review

Long Wharf Investors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2014 at 9,576 shares worth $394K. The position accounts for 0.31% of the portfolio, ranked #117.

Long Wharf Investors first reported a position in SUSA in Q2 2013 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold SUSA as of Q2 2014.

  • Long Wharf Investors held 9,576 shares of iShares ESG Optimized MSCI USA ETF worth $394K as of Q2 2014.
  • Long Wharf Investors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2014.
  • iShares ESG Optimized MSCI USA ETF made up 0.31% of Long Wharf Investors's portfolio in Q2 2014, its #117 holding.
  • Long Wharf Investors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.