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Simplicity Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-3,518
Closed -$208K – 860
2019
Q1 		$208K Buy
+3,518
New +$198K 0.01% 677

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 $173B AUM 20.72% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Simplicity Solutions's SUSA Position: Q2 2019 in Review

Simplicity Solutions sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2019, closing a stake of 3,518 shares — an estimated $208K sold.

Simplicity Solutions first reported a position in SUSA in Q1 2019 and held it in 1 quarter. The position peaked at $208K in Q1 2019. 209 funds tracked by Wall St. Rank hold SUSA as of Q2 2019.

  • Simplicity Solutions reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 3,518 iShares ESG Optimized MSCI USA ETF shares in Q2 2019, an estimated $208K.
  • Simplicity Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's iShares ESG Optimized MSCI USA ETF position peaked at $208K in Q1 2019.
  • 209 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.