Phoenix Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-540	Closed	-$52K	–	327
2021 Q3	$52K	Hold	540	–	–	0.04%	190
2021 Q2	$52K	Hold	540	–	–	0.04%	186
2021 Q1	$48K	Hold	540	–	–	0.04%	190
2020 Q4	$44K	Buy	+540	New	+$42.2K	0.03%	198

Other funds holding SUSA

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

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

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

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

Phoenix Wealth Advisors's SUSA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2021, closing a stake of 540 shares — an estimated $52K sold.

Phoenix Wealth Advisors first reported a position in SUSA in Q4 2020 and held it in 4 quarters. The position peaked at $52K in Q3 2021. 445 funds tracked by Wall St. Rank hold SUSA as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 540 iShares ESG Optimized MSCI USA ETF shares in Q4 2021, an estimated $52K.
Phoenix Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $52K in Q3 2021.
445 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.