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

SeaCrest Wealth Management’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
Q3 		– Sell
-318
Closed -$26K – 1419
2022
Q2 		$26K Buy
+318
New +$27.9K ﹤0.01% 1395
2019
Q2 		– Sell
-1,544
Closed -$91K – 1680
2019
Q1 		$91K Hold
1,544
– – 0.02% 727
2018
Q4 		$80K Hold
1,544
– – 0.02% 741
2018
Q3 		$92K Hold
1,544
– – 0.02% 773
2018
Q2 		$87K Hold
1,544
– – 0.02% 773
2018
Q1 		$86K Hold
1,544
– – 0.02% 754
2017
Q4 		$86K Buy
+1,544
New +$83.7K 0.02% 775

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return