Parasol Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Parasol Investment 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
2015 Q2	–	Sell	-874	Closed	-$38K	–	269
2015 Q1	$38K	Hold	874	–	–	0.02%	123
2014 Q4	$38K	Hold	874	–	–	0.03%	139
2014 Q3	$36K	Hold	874	–	–	0.03%	127
2014 Q2	$36K	Hold	874	–	–	0.02%	134
2014 Q1	$34K	Hold	874	–	–	0.02%	113
2013 Q4	$34K	Buy	+874	New	+$32.2K	0.02%	110

Other funds holding SUSA

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parasol Investment Management's SUSA Position: Q2 2015 in Review

Parasol Investment Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2015, closing a stake of 874 shares — an estimated $38K sold.

Parasol Investment Management first reported a position in SUSA in Q4 2013 and held it in 6 quarters. The position peaked at $38K in Q1 2015. 91 funds tracked by Wall St. Rank hold SUSA as of Q2 2015.

Parasol Investment Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2015 after selling out during the quarter.
Parasol Investment Management sold 874 iShares ESG Optimized MSCI USA ETF shares in Q2 2015, an estimated $38K.
Parasol Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and held it in 6 quarters.
Parasol Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $38K in Q1 2015.
91 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2015.

Based on Parasol Investment Management's 13F filing for Q2 2015, filed 13 Jul 2015.