RA
SUSA icon

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

Rational 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
2020
Q2 		– Sell
-8,132
Closed -$446K – 535
2020
Q1 		$446K Buy
+8,132
New +$521K 0.33% 95

Other funds holding SUSA

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rational Advisors's SUSA Position: Q2 2020 in Review

Rational Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2020, closing a stake of 8,132 shares — an estimated $446K sold.

Rational Advisors first reported a position in SUSA in Q1 2020 and held it in 1 quarter. The position peaked at $446K in Q1 2020. 270 funds tracked by Wall St. Rank hold SUSA as of Q2 2020.

  • Rational Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
  • Rational Advisors sold 8,132 iShares ESG Optimized MSCI USA ETF shares in Q2 2020, an estimated $446K.
  • Rational Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and held it in 1 quarter.
  • Rational Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $446K in Q1 2020.
  • 270 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2020.

Based on Rational Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.