SG Americas Securities
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SG Americas Securities’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

SG Americas Securities’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
2017
Q4 		– Sell
-7,616
Closed -$398K – 3608
2017
Q3 		$398K Sell
7,616
-26,032
-77% -$1.35M ﹤0.01% 2016
2017
Q2 		$1.72M Sell
33,648
-3,982
-11% -$200K 0.02% 1004
2017
Q1 		$1.85M Sell
37,630
-600
-2% -$28.8K 0.02% 950
2016
Q4 		$1.76M Sell
38,230
-44,642
-54% -$2.03M 0.01% 966
2016
Q3 		$3.77M Buy
+82,872
New +$3.73M 0.04% 443

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

SG Americas Securities's SUSA Position: Q4 2017 in Review

SG Americas Securities sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2017, closing a stake of 7,616 shares — an estimated $398K sold.

SG Americas Securities first reported a position in SUSA in Q3 2016 and held it in 5 quarters. The position peaked at $3.77M in Q3 2016. 154 funds tracked by Wall St. Rank hold SUSA as of Q4 2017.

  • SG Americas Securities reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2017 after selling out during the quarter.
  • SG Americas Securities sold 7,616 iShares ESG Optimized MSCI USA ETF shares in Q4 2017, an estimated $398K.
  • SG Americas Securities first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2016 and held it in 5 quarters.
  • SG Americas Securities's iShares ESG Optimized MSCI USA ETF position peaked at $3.77M in Q3 2016.
  • 154 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2017.

Based on SG Americas Securities's 13F filing for Q4 2017, filed 24 Jan 2018.