Bank of Montreal
SUSL icon

Bank of Montreal’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-221
Closed -$17.1K – 4213
2023
Q2 		$17.1K Hold
221
– – ﹤0.01% 3744
2023
Q1 		$15.9K Hold
221
– – ﹤0.01% 3560
2022
Q4 		$15.9K Sell
221
-100
-31% -$6.63K ﹤0.01% 3719
2022
Q3 		$23 Buy
321
+100
+45% +$6.9K ﹤0.01% 3777
2022
Q2 		$16 Hold
221
– – ﹤0.01% 3798
2022
Q1 		$18K Sell
221
-440
-67% -$34.4K ﹤0.01% 3938
2021
Q4 		$56K Buy
+661
New +$54K ﹤0.01% 3224

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal's SUSL Position: Q3 2023 in Review

Bank of Montreal sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2023, closing a stake of 221 shares — an estimated $17.1K sold.

Bank of Montreal first reported a position in SUSL in Q4 2021 and held it in 7 quarters. The position peaked at $56K in Q4 2021. 129 funds tracked by Wall St. Rank hold SUSL as of Q3 2023.

  • Bank of Montreal reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 221 iShares ESG MSCI USA Leaders ETF shares in Q3 2023, an estimated $17.1K.
  • Bank of Montreal first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and held it in 7 quarters.
  • Bank of Montreal's iShares ESG MSCI USA Leaders ETF position peaked at $56K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.