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Signature Estate & Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Signature Estate & Investment Advisors’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
2018
Q3 		– Sell
-1,826
Closed -$103K – 171
2018
Q2 		$103K Sell
1,826
-14
-0.8% -$788 0.01% 158
2018
Q1 		$102K Sell
1,840
-2,166
-54% -$123K 0.01% 147
2017
Q4 		$222K Hold
4,006
– – 0.02% 133
2017
Q3 		$209K Buy
4,006
+374
+10% +$19.4K 0.02% 125
2017
Q2 		$186K Sell
3,632
-626
-15% -$31.5K 0.02% 125
2017
Q1 		$209K Buy
4,258
+486
+13% +$23.3K 0.03% 140
2016
Q4 		$174K Buy
3,772
+984
+35% +$44.7K 0.02% 125
2016
Q3 		$127K Buy
2,788
+4
+0.1% +$180 0.02% 141
2016
Q2 		$120K Sell
2,784
-96
-3% -$4.12K 0.02% 155
2016
Q1 		$123K Buy
2,880
+166
+6% +$6.63K 0.02% 114
2015
Q4 		$113K Buy
2,714
+104
+4% +$4.37K 0.02% 114
2015
Q3 		$103K Buy
+2,610
New +$109K 0.02% 104

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 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

Signature Estate & Investment Advisors's SUSA Position: Q3 2018 in Review

Signature Estate & Investment Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2018, closing a stake of 1,826 shares — an estimated $103K sold.

Signature Estate & Investment Advisors first reported a position in SUSA in Q3 2015 and held it in 12 quarters. The position peaked at $222K in Q4 2017. 177 funds tracked by Wall St. Rank hold SUSA as of Q3 2018.

  • Signature Estate & Investment Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,826 iShares ESG Optimized MSCI USA ETF shares in Q3 2018, an estimated $103K.
  • Signature Estate & Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2015 and held it in 12 quarters.
  • Signature Estate & Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $222K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.