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TRUE Private Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

TRUE Private Wealth 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
Q1 		– Sell
-1,848
Closed -$152K – 634
2020
Q4 		$152K Hold
1,848
– – 0.03% 224
2020
Q3 		$135K Hold
1,848
– – 0.02% 218
2020
Q2 		$123K Hold
1,848
– – 0.02% 219
2020
Q1 		$101K Buy
1,848
+1,342
+265% +$86K 0.02% 206
2019
Q4 		$33K Buy
+506
New +$32.4K 0.01% 417

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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

TRUE Private Wealth Advisors's SUSA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2021, closing a stake of 1,848 shares — an estimated $152K sold.

TRUE Private Wealth Advisors first reported a position in SUSA in Q4 2019 and held it in 5 quarters. The position peaked at $152K in Q4 2020. 353 funds tracked by Wall St. Rank hold SUSA as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,848 iShares ESG Optimized MSCI USA ETF shares in Q1 2021, an estimated $152K.
  • TRUE Private Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $152K in Q4 2020.
  • 353 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.