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Winslow Evans & Crocker’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$49K Hold
600
– – 0.01% 604
2020
Q3 		$44K Hold
600
– – 0.01% 485
2020
Q2 		$40K Hold
600
– – 0.01% 500
2020
Q1 		$34K Hold
600
– – 0.01% 494
2019
Q4 		$42K Hold
600
– – 0.01% 532
2019
Q3 		$38K Hold
600
– – 0.01% 549
2019
Q2 		$38K Hold
600
– – 0.01% 571
2019
Q1 		$36K Hold
600
– – 0.01% 560
2018
Q4 		$32K Hold
600
– – 0.01% 546
2018
Q3 		$36K Hold
600
– – 0.01% 544
2018
Q2 		$34K Hold
600
– – 0.01% 573
2018
Q1 		$33.3K Hold
600
– – 0.01% 560
2017
Q4 		$33.3K Hold
600
– – 0.01% 567
2017
Q3 		$31.4K Hold
600
– – 0.01% 569
2017
Q2 		$30.7K Hold
600
– – 0.01% 666
2017
Q1 		$29.5K Sell
600
-140
-19% -$6.72K 0.01% 654
2016
Q4 		$34K Buy
740
+600
+429% +$27.2K 0.01% 623
2016
Q3 		$6.37K Sell
140
-3,372
-96% -$152K ﹤0.01% 1009
2016
Q2 		$152K Buy
3,512
+2
+0.1% +$86 0.05% 312
2016
Q1 		$149K Sell
3,510
-2
-0.1% -$80 0.05% 306
2015
Q4 		$146K Sell
3,512
-148
-4% -$6.22K 0.04% 340
2015
Q3 		$144K Hold
3,660
– – 0.05% 334
2015
Q2 		$156K Hold
3,660
– – 0.04% 354
2015
Q1 		$157K Hold
3,660
– – 0.04% 341
2014
Q4 		$158K Sell
3,660
-1,000
-21% -$42K 0.04% 322
2014
Q3 		$191K Buy
4,660
+800
+21% +$33K 0.05% 312
2014
Q2 		$159K Hold
3,860
– – 0.05% 291
2014
Q1 		$151K Hold
3,860
– – 0.05% 294
2013
Q4 		$148K Buy
+3,860
New +$142K 0.05% 313

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winslow Evans & Crocker's SUSA Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q4 2020 at 600 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #604.

Winslow Evans & Crocker first reported a position in SUSA in Q4 2013 and has held it in 29 quarters since. The position peaked at $191K in Q3 2014. 330 funds tracked by Wall St. Rank hold SUSA as of Q4 2020.

  • Winslow Evans & Crocker held 600 shares of iShares ESG Optimized MSCI USA ETF worth $49K as of Q4 2020.
  • Winslow Evans & Crocker left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q4 2020.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #604 holding.
  • Winslow Evans & Crocker first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares ESG Optimized MSCI USA ETF position peaked at $191K in Q3 2014.
  • 330 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.