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

DB Wealth Management Group’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 Q4	$54.2K	Hold	642	–	–	0.03%	164
2023 Q3	$48.4K	Hold	642	–	–	0.03%	164
2023 Q2	$49.7K	Hold	642	–	–	0.03%	154
2023 Q1	$45.7K	Buy	642 +22	+4%	+$1.52K	0.03%	156
2022 Q4	$41.1K	Hold	620	–	–	0.03%	160
2022 Q3	$38K	Hold	620	–	–	0.03%	169
2022 Q2	$41K	Hold	620	–	–	0.03%	166
2022 Q1	$49K	Hold	620	–	–	0.03%	169
2021 Q4	$52K	Buy	620 +33	+6%	+$2.7K	0.03%	162
2021 Q3	$44K	Buy	+587	New	+$45.6K	0.03%	167

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DB Wealth Management Group's SUSL Position: Q4 2023 in Review

DB Wealth Management Group held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q4 2023 at 642 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #164.

DB Wealth Management Group first reported a position in SUSL in Q3 2021 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold SUSL as of Q4 2023.

DB Wealth Management Group held 642 shares of iShares ESG MSCI USA Leaders ETF worth $54.2K as of Q4 2023.
DB Wealth Management Group left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q4 2023.
iShares ESG MSCI USA Leaders ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #164 holding.
DB Wealth Management Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2021 and has held it in 10 quarters since.
138 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.