Cambridge Trust’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cambridge Trust’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 Q4	–	Sell	-700	Closed	-$43K	–	881
2022 Q3	$43K	Hold	700	–	–	﹤0.01%	469
2022 Q2	$46K	Hold	700	–	–	﹤0.01%	491
2022 Q1	$55K	Hold	700	–	–	﹤0.01%	519
2021 Q4	$59K	Buy	+700	New	+$57.2K	﹤0.01%	501

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

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

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

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

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

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

FMLI

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

Cambridge Trust's SUSL Position: Q4 2022 in Review

Cambridge Trust sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2022, closing a stake of 700 shares — an estimated $43K sold.

Cambridge Trust first reported a position in SUSL in Q4 2021 and held it in 4 quarters. The position peaked at $59K in Q4 2021. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

Cambridge Trust reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2022 after selling out during the quarter.
Cambridge Trust sold 700 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $43K.
Cambridge Trust first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and held it in 4 quarters.
Cambridge Trust's iShares ESG MSCI USA Leaders ETF position peaked at $59K in Q4 2021.
129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.