Eaton Vance Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Eaton Vance 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
2022 Q3	$383K	Hold	6,200	–	–	﹤0.01%	1387
2022 Q2	$412K	Hold	6,200	–	–	﹤0.01%	1405
2022 Q1	$491K	Hold	6,200	–	–	﹤0.01%	1523
2021 Q4	$523K	Hold	6,200	–	–	﹤0.01%	1322
2021 Q3	$468K	Buy	+6,200	New	+$482K	﹤0.01%	1229

Other funds holding SUSL

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

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

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

Swiss Re Zurich, Switzerland $16.4M AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Creative Planning

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

Envestnet Asset Management

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

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return