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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

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $1.1B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Eaton Vance Management's SUSL Position: Q3 2022 in Review

Eaton Vance Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2022 at 6,200 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Eaton Vance Management first reported a position in SUSL in Q3 2021 and has held it in 5 quarters since. The position peaked at $523K in Q4 2021. 114 funds tracked by Wall St. Rank hold SUSL as of Q3 2022.

  • Eaton Vance Management held 6,200 shares of iShares ESG MSCI USA Leaders ETF worth $383K as of Q3 2022.
  • Eaton Vance Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2022.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1387 holding.
  • Eaton Vance Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2021 and has held it in 5 quarters since.
  • Eaton Vance Management's iShares ESG MSCI USA Leaders ETF position peaked at $523K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.