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Stonehearth Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stonehearth 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
2018
Q4 		– Sell
-7,552
Closed -$451K – 48
2018
Q3 		$451K Buy
7,552
+436
+6% +$25.6K 0.34% 31
2018
Q2 		$401K Sell
7,116
-130
-2% -$7.32K 0.31% 31
2018
Q1 		$402K Buy
7,246
+574
+9% +$32.7K 0.31% 30
2017
Q4 		$371K Buy
6,672
+1,554
+30% +$84.2K 0.28% 29
2017
Q3 		$267K Buy
+5,118
New +$265K 0.21% 29

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $19.2B AUM 0.83% 1-Year Est. Return