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Secrest Blakey & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-426
Closed -$26K – 122
2019
Q3 		$26K Hold
426
– – 0.02% 114
2019
Q2 		$26K Buy
426
+2
+0.5% +$120 0.02% 110
2019
Q1 		$25K Buy
+424
New +$23.9K 0.02% 103

Other funds holding SUSA

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Secrest Blakey & Associates's SUSA Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2019, closing a stake of 426 shares — an estimated $26K sold.

Secrest Blakey & Associates first reported a position in SUSA in Q1 2019 and held it in 3 quarters. The position peaked at $26K in Q3 2019. 250 funds tracked by Wall St. Rank hold SUSA as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 426 iShares ESG Optimized MSCI USA ETF shares in Q4 2019, an estimated $26K.
  • Secrest Blakey & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares ESG Optimized MSCI USA ETF position peaked at $26K in Q3 2019.
  • 250 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.