Stanford Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stanford Investment Group’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
2016 Q4	–	Sell	-90	Closed	-$4K	–	412
2016 Q3	$4K	Hold	90	–	–	﹤0.01%	379
2016 Q2	$4K	Hold	90	–	–	﹤0.01%	334
2016 Q1	$4K	Hold	90	–	–	﹤0.01%	333
2015 Q4	$4K	Hold	90	–	–	﹤0.01%	308
2015 Q3	$4K	Hold	90	–	–	﹤0.01%	314
2015 Q2	$4K	Hold	90	–	–	﹤0.01%	324
2015 Q1	$4K	Hold	90	–	–	﹤0.01%	322
2014 Q4	$4K	Buy	+90	New	+$3.78K	﹤0.01%	324

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HPWM

Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Stanford Investment Group's SUSA Position: Q4 2016 in Review

Stanford Investment Group sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2016, closing a stake of 90 shares — an estimated $4K sold.

Stanford Investment Group first reported a position in SUSA in Q4 2014 and held it in 8 quarters. The position peaked at $4K in Q3 2016. 123 funds tracked by Wall St. Rank hold SUSA as of Q4 2016.

Stanford Investment Group reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2016 after selling out during the quarter.
Stanford Investment Group sold 90 iShares ESG Optimized MSCI USA ETF shares in Q4 2016, an estimated $4K.
Stanford Investment Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2014 and held it in 8 quarters.
Stanford Investment Group's iShares ESG Optimized MSCI USA ETF position peaked at $4K in Q3 2016.
123 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.