Old Mission Capital’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Old Mission Capital’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	-11,579	Closed	-$769K	–	1324
2022 Q2	$769K	Buy	+11,579	New	+$828K	0.02%	623
2021 Q3	–	Sell	-52,569	Closed	-$3.95M	–	1250
2021 Q2	$3.95M	Buy	+52,569	New	+$3.83M	0.13%	133

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Swiss Re Zurich, Switzerland $16.4M AUM

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

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 New York $777B AUM 61.18% 1-Year Est. Return

Old Mission Capital's SUSL Position: Q3 2022 in Review

Old Mission Capital sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2022, closing a stake of 11,579 shares — an estimated $769K sold.

Old Mission Capital first reported a position in SUSL in Q2 2021 and held it in 2 quarters. The position peaked at $3.95M in Q2 2021. 114 funds tracked by Wall St. Rank hold SUSL as of Q3 2022.

Old Mission Capital reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2022 after selling out during the quarter.
Old Mission Capital sold 11,579 iShares ESG MSCI USA Leaders ETF shares in Q3 2022, an estimated $769K.
Old Mission Capital first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and held it in 2 quarters.
Old Mission Capital's iShares ESG MSCI USA Leaders ETF position peaked at $3.95M in Q2 2021.
114 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2022.

Based on Old Mission Capital's 13F filing for Q3 2022, filed 14 Nov 2022.