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Stratford Consulting’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stratford Consulting’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
Q1 		$122K Buy
2,222
+10
+0.5% +$641 0.06% 59
2019
Q4 		$148K Buy
+2,212
New +$141K 0.05% 59

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stratford Consulting's SUSA Position: Q1 2020 in Review

Stratford Consulting increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.45% in Q1 2020, buying an estimated $641 and bringing the position to 2,222 shares worth $122K. The position accounts for 0.06% of the portfolio, ranked #59.

Stratford Consulting first reported a position in SUSA in Q4 2019 and has held it in 2 quarters since. The position peaked at $148K in Q4 2019. 244 funds tracked by Wall St. Rank hold SUSA as of Q1 2020.

  • Stratford Consulting held 2,222 shares of iShares ESG Optimized MSCI USA ETF worth $122K as of Q1 2020.
  • Stratford Consulting bought 10 iShares ESG Optimized MSCI USA ETF shares in Q1 2020, an estimated $641.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Stratford Consulting's portfolio in Q1 2020, its #59 holding.
  • Stratford Consulting first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 2 quarters since.
  • Stratford Consulting's iShares ESG Optimized MSCI USA ETF position peaked at $148K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.