One Advisory Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

One Advisory Partners’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	-13,981	Closed	-$928K	–	55
2022 Q2	$928K	Buy	13,981 +3,901	+39%	+$279K	0.61%	28
2022 Q1	$798K	Buy	+10,080	New	+$788K	0.46%	23

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

One Advisory Partners's SUSL Position: Q3 2022 in Review

One Advisory Partners sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2022, closing a stake of 13,981 shares — an estimated $928K sold.

One Advisory Partners first reported a position in SUSL in Q1 2022 and held it in 2 quarters. The position peaked at $928K in Q2 2022. 114 funds tracked by Wall St. Rank hold SUSL as of Q3 2022.

One Advisory Partners reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2022 after selling out during the quarter.
One Advisory Partners sold 13,981 iShares ESG MSCI USA Leaders ETF shares in Q3 2022, an estimated $928K.
One Advisory Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 2 quarters.
One Advisory Partners's iShares ESG MSCI USA Leaders ETF position peaked at $928K in Q2 2022.
114 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2022.

Based on One Advisory Partners's 13F filing for Q3 2022, filed 17 Oct 2022.