JP Morgan Private Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$545K	Sell	7,231 -1,610	-18%	-$126K	﹤0.01%	1215
2023 Q2	$684K	Buy	8,841 +211	+2%	+$15.4K	﹤0.01%	903
2023 Q1	$615K	Sell	8,630 -3,475	-29%	-$241K	﹤0.01%	1388
2022 Q4	$803K	Hold	12,105	–	–	﹤0.01%	1251
2022 Q3	$748K	Sell	12,105 -2,045	-14%	-$141K	﹤0.01%	1276
2022 Q2	$939K	Buy	+14,150	New	+$1.01M	﹤0.01%	1169

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SUSL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 18% in Q3 2023, selling an estimated $126K and leaving 7,231 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

JP Morgan Private Wealth Advisors first reported a position in SUSL in Q2 2022 and has held it in 6 quarters since. The position peaked at $939K in Q2 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,231 shares of iShares ESG MSCI USA Leaders ETF worth $545K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,610 iShares ESG MSCI USA Leaders ETF shares in Q3 2023, an estimated $126K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1215 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $939K in Q2 2022.
129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.