Wealthcare Advisory Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wealthcare Advisory Partners’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	-1,758	Closed	-$154K	–	1708
2021 Q1	$154K	Buy	+1,758	New	+$150K	0.01%	542
2020 Q2	–	Sell	-1,736	Closed	-$95K	–	1223
2020 Q1	$95K	Buy	1,736 +6	+0.3%	+$385	0.01%	380
2019 Q4	$116K	Buy	1,730 +8	+0.5%	+$512	0.01%	374
2019 Q3	$106K	Buy	1,722 +8	+0.5%	+$490	0.02%	377
2019 Q2	$104K	Buy	1,714 +8	+0.5%	+$479	0.02%	372
2019 Q1	$101K	Sell	1,706 -1,594	-48%	-$89.8K	0.02%	336
2018 Q4	$170K	Buy	3,300 +14	+0.4%	+$776	0.03%	226
2018 Q3	$196K	Buy	3,286 +1,686	+105%	+$98.9K	0.04%	226
2018 Q2	$90K	Hold	1,600	–	–	0.02%	351
2018 Q1	$89K	Hold	1,600	–	–	0.02%	301
2017 Q4	$89K	Buy	+1,600	New	+$86.7K	0.02%	281

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Wealthcare Advisory Partners's SUSA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2021, closing a stake of 1,758 shares — an estimated $154K sold.

Wealthcare Advisory Partners first reported a position in SUSA in Q4 2017 and held it in 11 quarters. The position peaked at $196K in Q3 2018. 374 funds tracked by Wall St. Rank hold SUSA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,758 iShares ESG Optimized MSCI USA ETF shares in Q2 2021, an estimated $154K.
Wealthcare Advisory Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's iShares ESG Optimized MSCI USA ETF position peaked at $196K in Q3 2018.
374 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.