Loring Wolcott & Coolidge Fiduciary Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q2	–	Sell	-1,241	Closed	-$120K	–	680
2022 Q1	$120K	Sell	1,241 -511	-29%	-$49.5K	﹤0.01%	356
2021 Q4	$186K	Sell	1,752 -873	-33%	-$89.7K	﹤0.01%	323
2021 Q3	$252K	Buy	+2,625	New	+$259K	﹤0.01%	281
2021 Q1	–	Sell	-840	Closed	-$69K	–	651
2020 Q4	$69K	Buy	+840	New	+$65.7K	﹤0.01%	395
2019 Q4	–	Sell	-3,452	Closed	-$213K	–	714
2019 Q3	$213K	Sell	3,452 -220	-6%	-$13.5K	﹤0.01%	260
2019 Q2	$224K	Hold	3,672	–	–	﹤0.01%	254
2019 Q1	$217K	Buy	3,672 +3,232	+735%	+$182K	﹤0.01%	252
2018 Q4	$23K	Buy	+440	New	+$24.4K	﹤0.01%	499
2014 Q2	–	Sell	-600	Closed	-$23K	–	640
2014 Q1	$23K	Buy	+600	New	+$23K	﹤0.01%	484

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SUSA Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2022, closing a stake of 1,241 shares — an estimated $120K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SUSA in Q1 2014 and held it in 9 quarters. The position peaked at $252K in Q3 2021. 416 funds tracked by Wall St. Rank hold SUSA as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,241 iShares ESG Optimized MSCI USA ETF shares in Q2 2022, an estimated $120K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2014 and held it in 9 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $252K in Q3 2021.
416 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.