Manulife (Manufacturers Life Insurance)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Manulife (Manufacturers Life Insurance)’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 Q3	–	Sell	-2,102	Closed	-$119K	–	3792
2018 Q2	$119K	Buy	2,102 +420	+25%	+$23.6K	﹤0.01%	3379
2018 Q1	$93K	Buy	1,682 +1,422	+547%	+$80.9K	﹤0.01%	3413
2017 Q4	$14K	Buy	260 +146	+128%	+$7.92K	﹤0.01%	3899
2017 Q3	$6K	Hold	114	–	–	﹤0.01%	4000
2017 Q2	$6K	Hold	114	–	–	﹤0.01%	3910
2017 Q1	$6K	Hold	114	–	–	﹤0.01%	3756
2016 Q4	$5K	Buy	114 +56	+97%	+$2.54K	﹤0.01%	3943
2016 Q3	$3K	Hold	58	–	–	﹤0.01%	4009
2016 Q2	$3K	Hold	58	–	–	﹤0.01%	3944
2016 Q1	$2K	Hold	58	–	–	﹤0.01%	3945
2015 Q4	$2	Buy	+58	New	+$2.44K	﹤0.01%	3820

Other funds holding SUSA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s SUSA Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2018, closing a stake of 2,102 shares — an estimated $119K sold.

Manulife (Manufacturers Life Insurance) first reported a position in SUSA in Q4 2015 and held it in 11 quarters. The position peaked at $119K in Q2 2018. 177 funds tracked by Wall St. Rank hold SUSA as of Q3 2018.

Manulife (Manufacturers Life Insurance) reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2018 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 2,102 iShares ESG Optimized MSCI USA ETF shares in Q3 2018, an estimated $119K.
Manulife (Manufacturers Life Insurance) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2015 and held it in 11 quarters.
Manulife (Manufacturers Life Insurance)'s iShares ESG Optimized MSCI USA ETF position peaked at $119K in Q2 2018.
177 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.