Wealthspire Advisors (Maryland)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-566	Closed	-$33K	–	1826
2019 Q1	$33K	Buy	566 +2	+0.4%	+$113	﹤0.01%	1070
2018 Q4	$29K	Buy	564 +4	+0.7%	+$222	﹤0.01%	1077
2018 Q3	$33K	Buy	560 +72	+15%	+$4.22K	﹤0.01%	1113
2018 Q2	$28K	Hold	488	–	–	﹤0.01%	1189
2018 Q1	$27K	Hold	488	–	–	﹤0.01%	1202
2017 Q4	$27K	Buy	488 +4	+0.8%	+$217	﹤0.01%	1238
2017 Q3	$25K	Buy	484 +2	+0.4%	+$104	﹤0.01%	1222
2017 Q2	$25K	Hold	482	–	–	﹤0.01%	1187
2017 Q1	$24K	Sell	482 -2,142	-82%	-$103K	﹤0.01%	1025
2016 Q4	$121K	Buy	2,624 +22	+0.8%	+$998	0.02%	519
2016 Q3	$118K	Hold	2,602	–	–	0.02%	530
2016 Q2	$113K	Buy	2,602 +10	+0.4%	+$429	0.02%	508
2016 Q1	$110K	Buy	2,592 +22	+0.9%	+$879	0.02%	506
2015 Q4	$107K	Buy	+2,570	New	+$108K	0.02%	503

Other funds holding SUSA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SUSA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2019, closing a stake of 566 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in SUSA in Q4 2015 and held it in 14 quarters. The position peaked at $121K in Q4 2016. 209 funds tracked by Wall St. Rank hold SUSA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 566 iShares ESG Optimized MSCI USA ETF shares in Q2 2019, an estimated $33K.
Wealthspire Advisors (Maryland) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares ESG Optimized MSCI USA ETF position peaked at $121K in Q4 2016.
209 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.