KB Financial Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

KB Financial 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
2023 Q3	$410K	Sell	5,441 -30	-0.5%	-$2.35K	0.12%	112
2023 Q2	$424K	Sell	5,471 -169	-3%	-$12.3K	0.12%	110
2023 Q1	$402K	Sell	5,640 -175	-3%	-$12.1K	0.12%	112
2022 Q4	$386K	Sell	5,815 -42	-0.7%	-$2.78K	0.13%	119
2022 Q3	$362K	Sell	5,857 -181	-3%	-$12.5K	0.13%	111
2022 Q2	$401K	Buy	6,038 +12	+0.2%	+$859	0.14%	91
2022 Q1	$477K	Sell	6,026 -123	-2%	-$9.61K	0.13%	86
2021 Q4	$519K	Buy	6,149 +430	+8%	+$35.1K	0.15%	68
2021 Q3	$432K	Buy	5,719 +635	+12%	+$49.3K	0.16%	78
2021 Q2	$382K	Sell	5,084 -45	-0.9%	-$3.28K	0.14%	83
2021 Q1	$355K	Buy	+5,129	New	+$344K	0.15%	67

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $24.7B AUM 15.55% 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 $187B AUM 18.48% 1-Year Est. Return

KB Financial Partners's SUSL Position: Q3 2023 in Review

KB Financial Partners reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.55% in Q3 2023, selling an estimated $2.35K and leaving 5,441 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #112.

KB Financial Partners first reported a position in SUSL in Q1 2021 and has held it in 11 quarters since. The position peaked at $519K in Q4 2021. 129 funds tracked by Wall St. Rank hold SUSL as of Q3 2023.

KB Financial Partners held 5,441 shares of iShares ESG MSCI USA Leaders ETF worth $410K as of Q3 2023.
KB Financial Partners sold 30 iShares ESG MSCI USA Leaders ETF shares in Q3 2023, an estimated $2.35K.
iShares ESG MSCI USA Leaders ETF made up 0.12% of KB Financial Partners's portfolio in Q3 2023, its #112 holding.
KB Financial Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's iShares ESG MSCI USA Leaders ETF position peaked at $519K in Q4 2021.
129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.