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Suntrust Banks’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Suntrust Banks’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
Q3 		$8.14M Buy
131,732
+552
+0.4% +$33.8K 0.04% 276
2019
Q2 		$7.99M Sell
131,180
-962
-0.7% -$57.6K 0.04% 276
2019
Q1 		$7.81M Sell
132,142
-7,482
-5% -$422K 0.04% 271
2018
Q4 		$7.2M Sell
139,624
-18,282
-12% -$1.01M 0.04% 259
2018
Q3 		$9.42M Sell
157,906
-1,494
-0.9% -$87.7K 0.05% 244
2018
Q2 		$8.99M Sell
159,400
-868
-0.5% -$48.9K 0.05% 249
2018
Q1 		$8.88M Buy
160,268
+2,708
+2% +$154K 0.05% 240
2017
Q4 		$8.75M Buy
157,560
+16
+0% +$867 0.05% 227
2017
Q3 		$8.23M Buy
157,544
+100,178
+175% +$5.19M 0.05% 237
2017
Q2 		$2.93M Sell
57,366
-4,114
-7% -$207K 0.02% 388
2017
Q1 		$3.02M Sell
61,480
-99,948
-62% -$4.8M 0.02% 375
2016
Q4 		$7.42M Sell
161,428
-52,746
-25% -$2.39M 0.04% 241
2016
Q3 		$9.74M Sell
214,174
-31,280
-13% -$1.41M 0.06% 212
2016
Q2 		$10.6M Hold
245,454
– – 0.06% 193
2016
Q1 		$10.4M Sell
245,454
-9,950
-4% -$398K 0.06% 186
2015
Q4 		$10.6M Hold
255,404
– – 0.07% 191
2015
Q3 		$10.1M Buy
255,404
+46,492
+22% +$1.93M 0.07% 184
2015
Q2 		$8.89M Sell
208,912
-836
-0.4% -$36.4K 0.06% 202
2015
Q1 		$9M Hold
209,748
– – 0.06% 199
2014
Q4 		$9.03M Hold
209,748
– – 0.06% 190
2014
Q3 		$8.63M Sell
209,748
-1,396
-0.7% -$57.6K 0.06% 192
2014
Q2 		$8.69M Sell
211,144
-280
-0.1% -$11.1K 0.06% 202
2014
Q1 		$8.26M Sell
211,424
-9,000
-4% -$345K 0.03% 384
2013
Q4 		$8.46M Sell
220,424
-22,550
-9% -$831K 0.03% 390
2013
Q3 		$8.59M Sell
242,974
-19,698
-7% -$694K 0.03% 376
2013
Q2 		$8.89M Buy
+262,672
New +$8.92M 0.04% 362

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Suntrust Banks's SUSA Position: Q3 2019 in Review

Suntrust Banks increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.42% in Q3 2019, buying an estimated $33.8K and bringing the position to 131,732 shares worth $8.14M. The position accounts for 0.04% of the portfolio, ranked #276.

Suntrust Banks first reported a position in SUSA in Q2 2013 and has held it in 26 quarters since. The position peaked at $10.6M in Q4 2015. 221 funds tracked by Wall St. Rank hold SUSA as of Q3 2019.

  • Suntrust Banks held 131,732 shares of iShares ESG Optimized MSCI USA ETF worth $8.14M as of Q3 2019.
  • Suntrust Banks bought 552 iShares ESG Optimized MSCI USA ETF shares in Q3 2019, an estimated $33.8K.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Suntrust Banks's portfolio in Q3 2019, its #276 holding.
  • Suntrust Banks first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 26 quarters since.
  • Suntrust Banks's iShares ESG Optimized MSCI USA ETF position peaked at $10.6M in Q4 2015.
  • 221 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.