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 New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SeaCrest Wealth Management's SUSA Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2022, closing a stake of 318 shares — an estimated $26K sold.

SeaCrest Wealth Management first reported a position in SUSA in Q4 2017 and held it in 7 quarters. The position peaked at $92K in Q3 2018. 395 funds tracked by Wall St. Rank hold SUSA as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 318 iShares ESG Optimized MSCI USA ETF shares in Q3 2022, an estimated $26K.
SeaCrest Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $92K in Q3 2018.
395 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.