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Matthew Hamilton Rosenberg’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		– Sell
-1,192
Closed -$80K – 871
2022
Q2 		$80K Buy
+1,192
New +$85.3K 0.03% 349

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's SUSL Position: Q3 2022 in Review

Matthew Hamilton Rosenberg sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2022, closing a stake of 1,192 shares — an estimated $80K sold.

Matthew Hamilton Rosenberg first reported a position in SUSL in Q2 2022 and held it in 1 quarter. The position peaked at $80K in Q2 2022. 114 funds tracked by Wall St. Rank hold SUSL as of Q3 2022.

  • Matthew Hamilton Rosenberg reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2022 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 1,192 iShares ESG MSCI USA Leaders ETF shares in Q3 2022, an estimated $80K.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's iShares ESG MSCI USA Leaders ETF position peaked at $80K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2022, filed 21 Oct 2022.