SCA
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Strategic Capital Alternatives’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-1,600
Closed -$68K – 455
2015
Q2 		$68K Buy
+1,600
New +$69.6K 0.02% 271

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Capital Alternatives's SUSA Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2015, closing a stake of 1,600 shares — an estimated $68K sold.

Strategic Capital Alternatives first reported a position in SUSA in Q2 2015 and held it in 1 quarter. The position peaked at $68K in Q2 2015. 84 funds tracked by Wall St. Rank hold SUSA as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 1,600 iShares ESG Optimized MSCI USA ETF shares in Q3 2015, an estimated $68K.
  • Strategic Capital Alternatives first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2015 and held it in 1 quarter.
  • Strategic Capital Alternatives's iShares ESG Optimized MSCI USA ETF position peaked at $68K in Q2 2015.
  • 84 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.