EWM
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Elmwood Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Elmwood Wealth 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
Q1 		– Sell
-750
Closed -$63K – 294
2021
Q4 		$63K Buy
+750
New +$61.3K 0.03% 179
2021
Q2 		$56K Hold
750
– – 0.03% 165
2021
Q1 		$52K Buy
+750
New +$50.4K 0.03% 165
2020
Q3 		$41K Hold
750
– – 0.03% 140
2020
Q2 		$41K Buy
+750
New +$38.4K 0.03% 140

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
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

Elmwood Wealth Management's SUSL Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2022, closing a stake of 750 shares — an estimated $63K sold.

Elmwood Wealth Management first reported a position in SUSL in Q2 2020 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 108 funds tracked by Wall St. Rank hold SUSL as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 750 iShares ESG MSCI USA Leaders ETF shares in Q1 2022, an estimated $63K.
  • Elmwood Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $63K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.