Wealthcare Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wealthcare Capital 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
2019 Q4	–	Sell	-1,928	Closed	-$119K	–	672
2019 Q3	$119K	Hold	1,928	–	–	0.01%	72
2019 Q2	$117K	Hold	1,928	–	–	0.02%	68
2019 Q1	$114K	Hold	1,928	–	–	0.02%	71
2018 Q4	$99K	Buy	+1,928	New	+$107K	0.02%	73

Other funds holding SUSA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealthcare Capital Management's SUSA Position: Q4 2019 in Review

Wealthcare Capital Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2019, closing a stake of 1,928 shares — an estimated $119K sold.

Wealthcare Capital Management first reported a position in SUSA in Q4 2018 and held it in 4 quarters. The position peaked at $119K in Q3 2019. 250 funds tracked by Wall St. Rank hold SUSA as of Q4 2019.

Wealthcare Capital Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2019 after selling out during the quarter.
Wealthcare Capital Management sold 1,928 iShares ESG Optimized MSCI USA ETF shares in Q4 2019, an estimated $119K.
Wealthcare Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and held it in 4 quarters.
Wealthcare Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $119K in Q3 2019.
250 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2019.

Based on Wealthcare Capital Management's 13F filing for Q4 2019, filed 29 Jan 2020.