NES
SUSA icon

New England Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

New England Securities’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
2014
Q4 		$146K Buy
3,396
+110
+3% +$4.62K 0.05% 340
2014
Q3 		$135K Hold
3,286
– – 0.05% 359
2014
Q2 		$135K Hold
3,286
– – 0.05% 375
2014
Q1 		$128K Hold
3,286
– – 0.05% 346
2013
Q4 		$126K Hold
3,286
– – 0.05% 363
2013
Q3 		$116K Hold
3,286
– – 0.06% 319
2013
Q2 		$111K Buy
+3,286
New +$112K 0.07% 279

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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 $501B AUM 22.01% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return