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Mine & Arao Wealth Creation & Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Mine & Arao Wealth Creation & 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
2020
Q1 		– Sell
-420
Closed -$28K – 249
2019
Q4 		$28K Buy
+420
New +$26.9K 0.03% 146

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SUSA Position: Q1 2020 in Review

Mine & Arao Wealth Creation & Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2020, closing a stake of 420 shares — an estimated $28K sold.

Mine & Arao Wealth Creation & Management first reported a position in SUSA in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 244 funds tracked by Wall St. Rank hold SUSA as of Q1 2020.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2020 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 420 iShares ESG Optimized MSCI USA ETF shares in Q1 2020, an estimated $28K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's iShares ESG Optimized MSCI USA ETF position peaked at $28K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2020.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2020, filed 13 May 2020.