Tiedemann Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Tiedemann Advisors’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
2021 Q3	–	Sell	-12,768	Closed	-$1.22M	–	359
2021 Q2	$1.22M	Hold	12,768	–	–	0.05%	153
2021 Q1	$1.12M	Buy	12,768 +1,000	+8%	+$85.3K	0.05%	153
2020 Q4	$969K	Hold	11,768	–	–	0.05%	156
2020 Q3	$864K	Hold	11,768	–	–	0.04%	186
2020 Q2	$787K	Sell	11,768 -2,972	-20%	-$186K	0.04%	180
2020 Q1	$809K	Buy	14,740 +3,772	+34%	+$242K	0.05%	169
2019 Q4	$734K	Hold	10,968	–	–	0.04%	186
2019 Q3	$678K	Buy	10,968 +1,600	+17%	+$98K	0.03%	204
2019 Q2	$571K	Buy	9,368 +5,466	+140%	+$327K	0.03%	192
2019 Q1	$231K	Hold	3,902	–	–	0.01%	398
2018 Q4	$202K	Sell	3,902 -1,904	-33%	-$106K	0.01%	404
2018 Q3	$348K	Hold	5,806	–	–	0.02%	247
2018 Q2	$330K	Buy	+5,806	New	+$327K	0.02%	248

Other funds holding SUSA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tiedemann Advisors's SUSA Position: Q3 2021 in Review

Tiedemann Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2021, closing a stake of 12,768 shares — an estimated $1.22M sold.

Tiedemann Advisors first reported a position in SUSA in Q2 2018 and held it in 13 quarters. The position peaked at $1.22M in Q2 2021. 388 funds tracked by Wall St. Rank hold SUSA as of Q3 2021.

Tiedemann Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 12,768 iShares ESG Optimized MSCI USA ETF shares in Q3 2021, an estimated $1.22M.
Tiedemann Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2018 and held it in 13 quarters.
Tiedemann Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.22M in Q2 2021.
388 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.