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Stokes & Hubbell Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stokes & Hubbell Capital Management’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
Q1 		$549K Hold
9,280
– – 0.12% 90
2018
Q4 		$479K Hold
9,280
– – 0.11% 86
2018
Q3 		$554K Buy
9,280
+80
+0.9% +$4.69K 0.11% 80
2018
Q2 		$519K Buy
9,200
+2,000
+28% +$113K 0.12% 84
2018
Q1 		$399K Buy
+7,200
New +$410K 0.09% 93

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return