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Laurel Wealth Advisors (California)’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Laurel Wealth Advisors (California)’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 		$386K Sell
5,828
-429
-7% -$28.4K 0.04% 426
2022
Q3 		$386K Sell
6,257
-10,555
-63% -$728K 0.04% 408
2022
Q2 		$1.12M Buy
16,812
+12,944
+335% +$926K 0.11% 197
2022
Q1 		$306K Buy
+3,868
New +$302K 0.03% 572

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

Laurel Wealth Advisors (California)'s SUSL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6.9% in Q4 2022, selling an estimated $28.4K and leaving 5,828 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #426.

Laurel Wealth Advisors (California) first reported a position in SUSL in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,828 shares of iShares ESG MSCI USA Leaders ETF worth $386K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 429 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $28.4K.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #426 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s iShares ESG MSCI USA Leaders ETF position peaked at $1.12M in Q2 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.