Parallax Volatility Advisers
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Parallax Volatility Advisers’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Parallax Volatility Advisers’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
2019
Q3 		– Sell
-2
Closed – – 3408
2019
Q2 		$0 Hold
2
– – ﹤0.01% 3684
2019
Q1 		$0 Hold
2
– – ﹤0.01% 3971
2018
Q4 		$0 Hold
2
– – ﹤0.01% 3911
2018
Q3 		$0 Hold
2
– – ﹤0.01% 3539
2018
Q2 		$0 Hold
2
– – ﹤0.01% 3246
2018
Q1 		$0 Hold
2
– – ﹤0.01% 4096
2017
Q4 		$0 Hold
2
– – ﹤0.01% 4885
2017
Q3 		$0 Hold
2
– – ﹤0.01% 3224
2017
Q2 		$0 Hold
2
– – ﹤0.01% 3864
2017
Q1 		$0 Hold
2
– – ﹤0.01% 4596
2016
Q4 		$0 Hold
2
– – ﹤0.01% 4106
2016
Q3 		$0 Hold
2
– – ﹤0.01% 3884
2016
Q2 		$0 Hold
2
– – ﹤0.01% 3503
2016
Q1 		$0 Hold
2
– – ﹤0.01% 3620
2015
Q4 		$0 Hold
2
– – ﹤0.01% 3851
2015
Q3 		$0 Hold
2
– – ﹤0.01% 4081
2015
Q2 		$0 Hold
2
– – ﹤0.01% 4864
2015
Q1 		$0 Hold
2
– – ﹤0.01% 5478
2014
Q4 		$0 Buy
+2
New +$84 ﹤0.01% 5836

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Parallax Volatility Advisers's SUSA Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2019, closing a stake of 2 shares.

Parallax Volatility Advisers first reported a position in SUSA in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 221 funds tracked by Wall St. Rank hold SUSA as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 2 iShares ESG Optimized MSCI USA ETF shares in Q3 2019.
  • Parallax Volatility Advisers first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's iShares ESG Optimized MSCI USA ETF position peaked at $0 in Q2 2019.
  • 221 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.