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MYCIO Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

MYCIO Wealth Partners’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
-1,000
Closed -$67K – 344
2019
Q4 		$67K Hold
1,000
– – ﹤0.01% 384
2019
Q3 		$62K Hold
1,000
– – ﹤0.01% 355
2019
Q2 		$61K Buy
+1,000
New +$59.8K ﹤0.01% 336

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

MYCIO Wealth Partners's SUSA Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2020, closing a stake of 1,000 shares — an estimated $67K sold.

MYCIO Wealth Partners first reported a position in SUSA in Q2 2019 and held it in 3 quarters. The position peaked at $67K in Q4 2019. 244 funds tracked by Wall St. Rank hold SUSA as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,000 iShares ESG Optimized MSCI USA ETF shares in Q1 2020, an estimated $67K.
  • MYCIO Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2019 and held it in 3 quarters.
  • MYCIO Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $67K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.