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Renaissance Investment Consultants Holding Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Renaissance Investment Consultants Holding Company’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
Q3 		$229K Buy
2,964
+10
+0.3% +$722 0.21% 70
2020
Q2 		$206K Buy
+2,954
New +$185K 0.23% 79

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's SUSA Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.34% in Q3 2020, buying an estimated $722 and bringing the position to 2,964 shares worth $229K. The position accounts for 0.21% of the portfolio, ranked #70.

Renaissance Investment Consultants Holding Company first reported a position in SUSA in Q2 2020 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold SUSA as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 2,964 shares of iShares ESG Optimized MSCI USA ETF worth $229K as of Q3 2020.
  • Renaissance Investment Consultants Holding Company bought 10 iShares ESG Optimized MSCI USA ETF shares in Q3 2020, an estimated $722.
  • iShares ESG Optimized MSCI USA ETF made up 0.21% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #70 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.