PGA
SUSA icon

Premia Global Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Premia Global 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
2019
Q2 		– Sell
-244
Closed -$14K – 323
2019
Q1 		$14K Buy
+244
New +$13.8K 0.01% 319

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Premia Global Advisors's SUSA Position: Q2 2019 in Review

Premia Global Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2019, closing a stake of 244 shares — an estimated $14K sold.

Premia Global Advisors first reported a position in SUSA in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 209 funds tracked by Wall St. Rank hold SUSA as of Q2 2019.

  • Premia Global Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2019 after selling out during the quarter.
  • Premia Global Advisors sold 244 iShares ESG Optimized MSCI USA ETF shares in Q2 2019, an estimated $14K.
  • Premia Global Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and held it in 1 quarter.
  • Premia Global Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $14K in Q1 2019.
  • 209 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2019.

Based on Premia Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.