TIFF Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

TIFF Advisory Services’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 Q2	–	Sell	-12,195	Closed	-$1.07M	–	23
2021 Q1	$1.07M	Buy	+12,195	New	+$1.04M	0.33%	19
2020 Q4	–	Sell	-14,952	Closed	-$1.1M	–	24
2020 Q3	$1.1M	Buy	+14,952	New	+$1.08M	0.53%	13

Other funds holding SUSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TIFF Advisory Services's SUSA Position: Q2 2021 in Review

TIFF Advisory Services sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2021, closing a stake of 12,195 shares — an estimated $1.07M sold.

TIFF Advisory Services first reported a position in SUSA in Q3 2020 and held it in 2 quarters. The position peaked at $1.1M in Q3 2020. 374 funds tracked by Wall St. Rank hold SUSA as of Q2 2021.

TIFF Advisory Services reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
TIFF Advisory Services sold 12,195 iShares ESG Optimized MSCI USA ETF shares in Q2 2021, an estimated $1.07M.
TIFF Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and held it in 2 quarters.
TIFF Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $1.1M in Q3 2020.
374 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2021.

Based on TIFF Advisory Services's 13F filing for Q2 2021, filed 6 Aug 2021.