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Merriman Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Merriman Wealth Management’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
2020
Q2 		– Sell
-28,500
Closed -$1.28M – 191
2020
Q1 		$1.28M Sell
28,500
-10,000
-26% -$532K 0.28% 50
2019
Q4 		$2.14M Hold
38,500
– – 0.41% 55
2019
Q3 		$1.98M Buy
+38,500
New +$1.96M 0.4% 56

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
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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Merriman Wealth Management's SUSL Position: Q2 2020 in Review

Merriman Wealth Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2020, closing a stake of 28,500 shares — an estimated $1.28M sold.

Merriman Wealth Management first reported a position in SUSL in Q3 2019 and held it in 3 quarters. The position peaked at $2.14M in Q4 2019. 30 funds tracked by Wall St. Rank hold SUSL as of Q2 2020.

  • Merriman Wealth Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 28,500 iShares ESG MSCI USA Leaders ETF shares in Q2 2020, an estimated $1.28M.
  • Merriman Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2019 and held it in 3 quarters.
  • Merriman Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $2.14M in Q4 2019.
  • 30 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.