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

RWA Wealth Partners’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
2018
Q3 		– Sell
-198
Closed -$11K – 636
2018
Q2 		$11K Hold
198
– – ﹤0.01% 610
2018
Q1 		$11K Buy
+198
New +$11.3K ﹤0.01% 446

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

RWA Wealth Partners's SUSA Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2018, closing a stake of 198 shares — an estimated $11K sold.

RWA Wealth Partners first reported a position in SUSA in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 177 funds tracked by Wall St. Rank hold SUSA as of Q3 2018.

  • RWA Wealth Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 198 iShares ESG Optimized MSCI USA ETF shares in Q3 2018, an estimated $11K.
  • RWA Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $11K in Q2 2018.
  • 177 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.