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Tri-Star Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Tri-Star 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
2020
Q3 		– Sell
-5,662
Closed -$395K – 57
2020
Q2 		$395K Buy
+5,662
New +$354K 0.26% 42

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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Tri-Star Advisors's SUSA Position: Q3 2020 in Review

Tri-Star Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2020, closing a stake of 5,662 shares — an estimated $395K sold.

Tri-Star Advisors first reported a position in SUSA in Q2 2020 and held it in 1 quarter. The position peaked at $395K in Q2 2020. 292 funds tracked by Wall St. Rank hold SUSA as of Q3 2020.

  • Tri-Star Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2020 after selling out during the quarter.
  • Tri-Star Advisors sold 5,662 iShares ESG Optimized MSCI USA ETF shares in Q3 2020, an estimated $395K.
  • Tri-Star Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and held it in 1 quarter.
  • Tri-Star Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $395K in Q2 2020.
  • 292 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2020.

Based on Tri-Star Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.