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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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return