Squar Milner Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-5,300	Closed	-$290K	–	655
2020 Q1	$290K	Hold	5,300	–	–	0.17%	122
2019 Q4	$355K	Buy	+5,300	New	+$339K	0.18%	122
2019 Q3	–	Sell	-5,300	Closed	-$323K	–	655
2019 Q2	$323K	Hold	5,300	–	–	0.22%	106
2019 Q1	$313K	Hold	5,300	–	–	0.23%	103
2018 Q4	$273K	Hold	5,300	–	–	0.26%	100
2018 Q3	$316K	Sell	5,300 -1,240	-19%	-$72.8K	0.28%	93
2018 Q2	$369K	Hold	6,540	–	–	0.33%	79
2018 Q1	$362K	Hold	6,540	–	–	0.46%	70
2017 Q4	$387K	Buy	+6,540	New	+$355K	0.47%	74

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Squar Milner Financial Services's SUSA Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2020, closing a stake of 5,300 shares — an estimated $290K sold.

Squar Milner Financial Services first reported a position in SUSA in Q4 2017 and held it in 9 quarters. The position peaked at $387K in Q4 2017. 270 funds tracked by Wall St. Rank hold SUSA as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,300 iShares ESG Optimized MSCI USA ETF shares in Q2 2020, an estimated $290K.
Squar Milner Financial Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's iShares ESG Optimized MSCI USA ETF position peaked at $387K in Q4 2017.
270 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.