GBBWRPM
SUSL icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$462K Buy
+7,111
New +$437K 0.12% 64

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 $2.2B AUM 1.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SUSL Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2020: 7,111 shares worth $462K. The stake represents 0.12% of the portfolio and ranks #64 among its holdings.

39 funds tracked by Wall St. Rank hold SUSL as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 7,111 shares of iShares ESG MSCI USA Leaders ETF worth $462K as of Q4 2020.
  • iShares ESG MSCI USA Leaders ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • iShares ESG MSCI USA Leaders ETF made up 0.12% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #64 holding.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.