Ellis Investment Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Ellis Investment Partners’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	-46	Closed	-$2K	–	674
2022 Q3	$2K	Buy	46 +1	+2%	+$69	﹤0.01%	731
2022 Q2	$3K	Buy	45 +8	+22%	+$572	﹤0.01%	713
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	763
2021 Q4	$3K	Buy	37 +1	+3%	+$82	﹤0.01%	734
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	742
2021 Q2	$2K	Sell	36 -1	-3%	-$73	﹤0.01%	744
2021 Q1	$3K	Hold	37	–	–	﹤0.01%	704
2020 Q4	$2K	Buy	37 +1	+3%	+$61	﹤0.01%	696
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	681
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	688
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	693
2019 Q4	$2K	Buy	+36	New	+$1.92K	﹤0.01%	645

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

Ellis Investment Partners's SUSL Position: Q4 2022 in Review

Ellis Investment Partners sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2022, closing a stake of 46 shares — an estimated $2K sold.

Ellis Investment Partners first reported a position in SUSL in Q4 2019 and held it in 12 quarters. The position peaked at $3K in Q2 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

Ellis Investment Partners reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 46 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $2K.
Ellis Investment Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2019 and held it in 12 quarters.
Ellis Investment Partners's iShares ESG MSCI USA Leaders ETF position peaked at $3K in Q2 2022.
129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.