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Sargent Bickham Lagudis’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sargent Bickham Lagudis’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
2016
Q3 		– Sell
-366
Closed -$16K – 777
2016
Q2 		$16K Hold
366
– – ﹤0.01% 490
2016
Q1 		$16K Buy
+366
New +$14.6K ﹤0.01% 507

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HPWM
Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Sargent Bickham Lagudis's SUSA Position: Q3 2016 in Review

Sargent Bickham Lagudis sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2016, closing a stake of 366 shares — an estimated $16K sold.

Sargent Bickham Lagudis first reported a position in SUSA in Q1 2016 and held it in 2 quarters. The position peaked at $16K in Q2 2016. 111 funds tracked by Wall St. Rank hold SUSA as of Q3 2016.

  • Sargent Bickham Lagudis reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 366 iShares ESG Optimized MSCI USA ETF shares in Q3 2016, an estimated $16K.
  • Sargent Bickham Lagudis first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's iShares ESG Optimized MSCI USA ETF position peaked at $16K in Q2 2016.
  • 111 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2016, filed 13 Sep 2021.