VWM
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Vector Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Vector Wealth Management’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
2016
Q4 		$276K Sell
6,000
-800
-12% -$36.3K 0.19% 68
2016
Q3 		$309K Buy
6,800
+1,600
+31% +$72.1K 0.21% 60
2016
Q2 		$225K Buy
+5,200
New +$223K 0.15% 74

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPWM
Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Vector Wealth Management's SUSA Position: Q4 2016 in Review

Vector Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 12% in Q4 2016, selling an estimated $36.3K and leaving 6,000 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #68.

Vector Wealth Management first reported a position in SUSA in Q2 2016 and has held it in 3 quarters since. The position peaked at $309K in Q3 2016. 123 funds tracked by Wall St. Rank hold SUSA as of Q4 2016.

  • Vector Wealth Management held 6,000 shares of iShares ESG Optimized MSCI USA ETF worth $276K as of Q4 2016.
  • Vector Wealth Management sold 800 iShares ESG Optimized MSCI USA ETF shares in Q4 2016, an estimated $36.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.19% of Vector Wealth Management's portfolio in Q4 2016, its #68 holding.
  • Vector Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2016 and has held it in 3 quarters since.
  • Vector Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $309K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.