American Portfolios Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

American Portfolios Advisors’s Portfolio SUSL Stock Details SUSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$18.7K	Hold	303	–	–	﹤0.01%	2217
2022 Q2	$20.1K	Hold	303	–	–	﹤0.01%	2226
2022 Q1	$24K	Sell	303 -31	-9%	-$2.42K	﹤0.01%	2274
2021 Q4	$28.2K	Hold	334	–	–	﹤0.01%	2170
2021 Q3	$25.2K	Buy	334 +13	+4%	+$1.01K	﹤0.01%	2168
2021 Q2	$24.1K	Buy	321 +290	+935%	+$21.2K	﹤0.01%	2136
2021 Q1	$2.15K	Buy	+31	New	+$2.08K	﹤0.01%	2974

Other funds holding SUSL

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

American Portfolios Advisors's SUSL Position: Q3 2022 in Review

American Portfolios Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2022 at 303 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

American Portfolios Advisors first reported a position in SUSL in Q1 2021 and has held it in 7 quarters since. The position peaked at $28.2K in Q4 2021. 114 funds tracked by Wall St. Rank hold SUSL as of Q3 2022.

American Portfolios Advisors held 303 shares of iShares ESG MSCI USA Leaders ETF worth $18.7K as of Q3 2022.
American Portfolios Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2022.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2217 holding.
American Portfolios Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $28.2K in Q4 2021.
114 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.