Sanford Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sanford Advisory Services’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
2022 Q4	$570K	Buy	6,920 +508	+8%	+$41.8K	0.14%	79
2022 Q3	$487K	Buy	6,412 +151	+2%	+$12.8K	0.14%	67
2022 Q2	$505K	Sell	6,261 -1,144	-15%	-$100K	0.14%	66
2022 Q1	$717K	Sell	7,405 -247	-3%	-$23.9K	0.2%	47
2021 Q4	$813K	Hold	7,652	–	–	0.18%	47
2021 Q3	$734K	Buy	7,652 +40	+0.5%	+$3.95K	0.18%	48
2021 Q2	$727K	Buy	7,612 +209	+3%	+$19.3K	0.19%	47
2021 Q1	$650K	Sell	7,403 -145	-2%	-$12.4K	0.18%	51
2020 Q4	$622K	Buy	+7,548	New	+$590K	0.2%	50

Other funds holding SUSA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanford Advisory Services's SUSA Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.9% in Q4 2022, buying an estimated $41.8K and bringing the position to 6,920 shares worth $570K. The position accounts for 0.14% of the portfolio, ranked #79.

Sanford Advisory Services first reported a position in SUSA in Q4 2020 and has held it in 9 quarters since. The position peaked at $813K in Q4 2021. 429 funds tracked by Wall St. Rank hold SUSA as of Q4 2022.

Sanford Advisory Services held 6,920 shares of iShares ESG Optimized MSCI USA ETF worth $570K as of Q4 2022.
Sanford Advisory Services bought 508 iShares ESG Optimized MSCI USA ETF shares in Q4 2022, an estimated $41.8K.
iShares ESG Optimized MSCI USA ETF made up 0.14% of Sanford Advisory Services's portfolio in Q4 2022, its #79 holding.
Sanford Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $813K in Q4 2021.
429 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.