Bank of New York Mellon’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bank of New York Mellon’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 Q2	–	Sell	-3,511	Closed	-$278K	–	4695
2022 Q1	$278K	Sell	3,511 -270	-7%	-$21.1K	﹤0.01%	4052
2021 Q4	$319K	Sell	3,781 -316	-8%	-$25.8K	﹤0.01%	4058
2021 Q3	$309K	Buy	4,097 +40	+1%	+$3.11K	﹤0.01%	4026
2021 Q2	$305K	Hold	4,057	–	–	﹤0.01%	3964
2021 Q1	$281K	Buy	+4,057	New	+$272K	﹤0.01%	3933

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 $2.2B AUM 1.53% 1-Year Est. Return

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

Swiss Re Zurich, Switzerland $1.1B AUM

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

CCWA

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

Bank of New York Mellon's SUSL Position: Q2 2022 in Review

Bank of New York Mellon sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2022, closing a stake of 3,511 shares — an estimated $278K sold.

Bank of New York Mellon first reported a position in SUSL in Q1 2021 and held it in 5 quarters. The position peaked at $319K in Q4 2021. 112 funds tracked by Wall St. Rank hold SUSL as of Q2 2022.

Bank of New York Mellon reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2022 after selling out during the quarter.
Bank of New York Mellon sold 3,511 iShares ESG MSCI USA Leaders ETF shares in Q2 2022, an estimated $278K.
Bank of New York Mellon first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and held it in 5 quarters.
Bank of New York Mellon's iShares ESG MSCI USA Leaders ETF position peaked at $319K in Q4 2021.
112 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2022.

Based on Bank of New York Mellon's 13F filing for Q2 2022, filed 15 Aug 2022.