Schroder Investment Management Group
SUSA icon

Schroder Investment Management Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Schroder Investment Management Group’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
2014
Q4 		– Sell
-1,650
Closed -$67.9K – 1472
2014
Q3 		$67.9K Buy
+1,650
New +$68.1K ﹤0.01% 1247

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group's SUSA Position: Q4 2014 in Review

Schroder Investment Management Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2014, closing a stake of 1,650 shares — an estimated $67.9K sold.

Schroder Investment Management Group first reported a position in SUSA in Q3 2014 and held it in 1 quarter. The position peaked at $67.9K in Q3 2014. 86 funds tracked by Wall St. Rank hold SUSA as of Q4 2014.

  • Schroder Investment Management Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,650 iShares ESG Optimized MSCI USA ETF shares in Q4 2014, an estimated $67.9K.
  • Schroder Investment Management Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2014 and held it in 1 quarter.
  • Schroder Investment Management Group's iShares ESG Optimized MSCI USA ETF position peaked at $67.9K in Q3 2014.
  • 86 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2014.

Based on Schroder Investment Management Group's 13F filing for Q4 2014, filed 17 Feb 2015.