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Main Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Main Management’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
2018
Q4 		– Sell
-264
Closed -$15K – 95
2018
Q3 		$15K Buy
+264
New +$15.5K ﹤0.01% 72

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Main Management's SUSA Position: Q4 2018 in Review

Main Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2018, closing a stake of 264 shares — an estimated $15K sold.

Main Management first reported a position in SUSA in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 201 funds tracked by Wall St. Rank hold SUSA as of Q4 2018.

  • Main Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2018 after selling out during the quarter.
  • Main Management sold 264 iShares ESG Optimized MSCI USA ETF shares in Q4 2018, an estimated $15K.
  • Main Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2018 and held it in 1 quarter.
  • Main Management's iShares ESG Optimized MSCI USA ETF position peaked at $15K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2018.

Based on Main Management's 13F filing for Q4 2018, filed 7 Feb 2019.