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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stokes & Hubbell Capital Management's SUSA Position: Q1 2019 in Review

Stokes & Hubbell Capital Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2019 at 9,280 shares worth $549K. The position accounts for 0.12% of the portfolio, ranked #90.

Stokes & Hubbell Capital Management first reported a position in SUSA in Q1 2018 and has held it in 5 quarters since. The position peaked at $554K in Q3 2018. 207 funds tracked by Wall St. Rank hold SUSA as of Q1 2019.

  • Stokes & Hubbell Capital Management held 9,280 shares of iShares ESG Optimized MSCI USA ETF worth $549K as of Q1 2019.
  • Stokes & Hubbell Capital Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2019.
  • iShares ESG Optimized MSCI USA ETF made up 0.12% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #90 holding.
  • Stokes & Hubbell Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2018 and has held it in 5 quarters since.
  • Stokes & Hubbell Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $554K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.