SFSG
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Stearns Financial Services Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stearns Financial Services 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
2020
Q3 		$837K Sell
11,382
-676
-6% -$48.8K 0.13% 73
2020
Q2 		$807K Buy
12,058
+212
+2% +$13.3K 0.13% 69
2020
Q1 		$650K Sell
11,846
-1,624
-12% -$104K 0.12% 73
2019
Q4 		$903K Buy
13,470
+2
+0% +$128 0.15% 63
2019
Q3 		$832K Sell
13,468
-3,742
-22% -$229K 0.15% 64
2019
Q2 		$1.05M Buy
17,210
+966
+6% +$57.8K 0.19% 55
2019
Q1 		$960K Sell
16,244
-2,080
-11% -$117K 0.18% 61
2018
Q4 		$945K Buy
18,324
+5,042
+38% +$280K 0.19% 59
2018
Q3 		$793K Buy
+13,282
New +$779K 0.18% 67

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return