SXL
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Summit X LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Summit X LLC’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
Q4 		– Sell
-270
Closed -$294 – 407
2020
Q3 		$294 Buy
+270
New +$19.5K ﹤0.01% 370

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit X LLC's SUSA Position: Q4 2020 in Review

Summit X LLC sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2020, closing a stake of 270 shares — an estimated $294 sold.

Summit X LLC first reported a position in SUSA in Q3 2020 and held it in 1 quarter. The position peaked at $294 in Q3 2020. 330 funds tracked by Wall St. Rank hold SUSA as of Q4 2020.

  • Summit X LLC reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 270 iShares ESG Optimized MSCI USA ETF shares in Q4 2020, an estimated $294.
  • Summit X LLC first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's iShares ESG Optimized MSCI USA ETF position peaked at $294 in Q3 2020.
  • 330 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.