MKA
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M. Kulyk & Associates’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

M. Kulyk & Associates’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
Q1 		– Sell
-2,376
Closed -$200K – 106
2021
Q4 		$200K Buy
+2,376
New +$194K 0.05% 101

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
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

M. Kulyk & Associates's SUSL Position: Q1 2022 in Review

M. Kulyk & Associates sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2022, closing a stake of 2,376 shares — an estimated $200K sold.

M. Kulyk & Associates first reported a position in SUSL in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 108 funds tracked by Wall St. Rank hold SUSL as of Q1 2022.

  • M. Kulyk & Associates reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • M. Kulyk & Associates sold 2,376 iShares ESG MSCI USA Leaders ETF shares in Q1 2022, an estimated $200K.
  • M. Kulyk & Associates first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and held it in 1 quarter.
  • M. Kulyk & Associates's iShares ESG MSCI USA Leaders ETF position peaked at $200K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2022.

Based on M. Kulyk & Associates's 13F filing for Q1 2022, filed 11 May 2022.