Arkadios Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Arkadios Wealth 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 Q1	–	Sell	-2,548	Closed	-$215K	–	631
2021 Q4	$215K	Buy	2,548 +151	+6%	+$12.3K	0.03%	536
2021 Q3	$180K	Buy	2,397 +176	+8%	+$13.7K	0.03%	535
2021 Q2	$166K	Buy	2,221 +601	+37%	+$43.8K	0.02%	584
2021 Q1	$112K	Buy	1,620 +1,460	+913%	+$98K	0.02%	516
2020 Q4	$10K	Buy	+160	New	+$9.83K	﹤0.01%	973

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

FAAM

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

Arkadios Wealth Advisors's SUSL Position: Q1 2022 in Review

Arkadios Wealth Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2022, closing a stake of 2,548 shares — an estimated $215K sold.

Arkadios Wealth Advisors first reported a position in SUSL in Q4 2020 and held it in 5 quarters. The position peaked at $215K in Q4 2021. 108 funds tracked by Wall St. Rank hold SUSL as of Q1 2022.

Arkadios Wealth Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 2,548 iShares ESG MSCI USA Leaders ETF shares in Q1 2022, an estimated $215K.
Arkadios Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $215K in Q4 2021.
108 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.