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

RVW Wealth’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
Q3 		– Sell
-2,144
Closed – – 116
2021
Q2 		$0 Buy
+2,144
New +$198K ﹤0.01% 108
2020
Q3 		– Sell
-4,324
Closed -$289K – 98
2020
Q2 		$289K Buy
+4,324
New +$271K 0.05% 80

Other funds holding SUSA

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RVW Wealth's SUSA Position: Q3 2021 in Review

RVW Wealth sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2021, closing a stake of 2,144 shares.

RVW Wealth first reported a position in SUSA in Q2 2020 and held it in 2 quarters. The position peaked at $289K in Q2 2020. 388 funds tracked by Wall St. Rank hold SUSA as of Q3 2021.

  • RVW Wealth reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
  • RVW Wealth sold 2,144 iShares ESG Optimized MSCI USA ETF shares in Q3 2021.
  • RVW Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 2 quarters.
  • RVW Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $289K in Q2 2020.
  • 388 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2021.

Based on RVW Wealth's 13F filing for Q3 2021, filed 7 Oct 2021.