Personal Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Personal Capital Advisors’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
2022 Q4	$272K	Buy	3,301 +1	+0%	+$82	﹤0.01%	406
2022 Q3	$251K	Buy	3,300 +1	+0%	+$85	﹤0.01%	395
2022 Q2	$266K	Hold	3,299	–	–	﹤0.01%	371
2022 Q1	$319K	Sell	3,299 -612	-16%	-$59.3K	﹤0.01%	376
2021 Q4	$416K	Buy	3,911 +1,234	+46%	+$127K	﹤0.01%	369
2021 Q3	$257K	Sell	2,677 -28	-1%	-$2.77K	﹤0.01%	438
2021 Q2	$258K	Sell	2,705 -83	-3%	-$7.68K	﹤0.01%	422
2021 Q1	$245K	Buy	+2,788	New	+$238K	﹤0.01%	428
2020 Q4	–	Sell	-3,516	Closed	-$259K	–	468
2020 Q3	$259K	Buy	+3,516	New	+$254K	﹤0.01%	361

Other funds holding SUSA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's SUSA Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.03% in Q4 2022, buying an estimated $82 and bringing the position to 3,301 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Personal Capital Advisors first reported a position in SUSA in Q3 2020 and has held it in 9 quarters since. The position peaked at $416K in Q4 2021. 430 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

Personal Capital Advisors held 3,301 shares of iShares ESG Optimized MSCI USA ETF worth $272K as of Q4 2022.
Personal Capital Advisors bought 1 iShares ESG Optimized MSCI USA ETF share in Q4 2022, an estimated $82.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #406 holding.
Personal Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 9 quarters since.
Personal Capital Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $416K in Q4 2021.
430 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.