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BerganKDV Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

BerganKDV Wealth 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
2021
Q1 		– Sell
-640
Closed -$42K – 989
2020
Q4 		$42K Buy
+640
New +$39.3K 0.01% 373

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BerganKDV Wealth Management's SUSL Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2021, closing a stake of 640 shares — an estimated $42K sold.

BerganKDV Wealth Management first reported a position in SUSL in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 53 funds tracked by Wall St. Rank hold SUSL as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 640 iShares ESG MSCI USA Leaders ETF shares in Q1 2021, an estimated $42K.
  • BerganKDV Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $42K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.