HWP
SUSL icon

Highline Wealth Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Highline Wealth 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
-125
Closed -$7.72K – 350
2022
Q3 		$7.72K Buy
+125
New +$8.62K 0.01% 147

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
SR
Swiss Re Zurich, Switzerland $16.4M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
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

Highline Wealth Partners's SUSL Position: Q4 2022 in Review

Highline Wealth Partners sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2022, closing a stake of 125 shares — an estimated $7.72K sold.

Highline Wealth Partners first reported a position in SUSL in Q3 2022 and held it in 1 quarter. The position peaked at $7.72K in Q3 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

  • Highline Wealth Partners reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • Highline Wealth Partners sold 125 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $7.72K.
  • Highline Wealth Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and held it in 1 quarter.
  • Highline Wealth Partners's iShares ESG MSCI USA Leaders ETF position peaked at $7.72K in Q3 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Highline Wealth Partners's 13F filing for Q4 2022, filed 29 Oct 2024.