Baker Avenue Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Baker Avenue Asset Management’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
2023 Q1	–	Sell	-4,159	Closed	-$276K	–	1734
2022 Q4	$276K	Buy	+4,159	New	+$276K	0.02%	302
2020 Q3	–	Sell	-60,645	Closed	-$3.28M	–	239
2020 Q2	$3.28M	Buy	+60,645	New	+$3.1M	0.27%	73

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

Swiss Re Zurich, Switzerland $16.4M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Baker Avenue Asset Management's SUSL Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2023, closing a stake of 4,159 shares — an estimated $276K sold.

Baker Avenue Asset Management first reported a position in SUSL in Q2 2020 and held it in 2 quarters. The position peaked at $3.28M in Q2 2020. 126 funds tracked by Wall St. Rank hold SUSL as of Q1 2023.

Baker Avenue Asset Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 4,159 iShares ESG MSCI USA Leaders ETF shares in Q1 2023, an estimated $276K.
Baker Avenue Asset Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and held it in 2 quarters.
Baker Avenue Asset Management's iShares ESG MSCI USA Leaders ETF position peaked at $3.28M in Q2 2020.
126 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.