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

MBE Wealth 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
2021
Q2 		– Sell
-12,271
Closed -$1.08M – 65
2021
Q1 		$1.08M Sell
12,271
-273
-2% -$23.3K 0.59% 22
2020
Q4 		$1.03M Buy
12,544
+1,250
+11% +$97.7K 0.7% 21
2020
Q3 		$755K Hold
11,294
– – 0.63% 21
2020
Q2 		$755K Buy
+11,294
New +$707K 0.63% 21

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MBE Wealth Management's SUSA Position: Q2 2021 in Review

MBE Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2021, closing a stake of 12,271 shares — an estimated $1.08M sold.

MBE Wealth Management first reported a position in SUSA in Q2 2020 and held it in 4 quarters. The position peaked at $1.08M in Q1 2021. 374 funds tracked by Wall St. Rank hold SUSA as of Q2 2021.

  • MBE Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
  • MBE Wealth Management sold 12,271 iShares ESG Optimized MSCI USA ETF shares in Q2 2021, an estimated $1.08M.
  • MBE Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 4 quarters.
  • MBE Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.08M in Q1 2021.
  • 374 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2021.

Based on MBE Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.