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FinTrust Capital Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

FinTrust Capital Advisors’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 		– Sell
-50
Closed -$3K – 1273
2022
Q2 		$3K Hold
50
– – ﹤0.01% 1111
2022
Q1 		$4K Hold
50
– – ﹤0.01% 1100
2021
Q4 		$4K Buy
+50
New +$4.08K ﹤0.01% 1060

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
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
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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 $777B AUM 61.18% 1-Year Est. Return

FinTrust Capital Advisors's SUSL Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2022, closing a stake of 50 shares — an estimated $3K sold.

FinTrust Capital Advisors first reported a position in SUSL in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 114 funds tracked by Wall St. Rank hold SUSL as of Q3 2022.

  • FinTrust Capital Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 50 iShares ESG MSCI USA Leaders ETF shares in Q3 2022, an estimated $3K.
  • FinTrust Capital Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and held it in 3 quarters.
  • FinTrust Capital Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $4K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.