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Pallas Capital Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Pallas Capital Advisors’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
2023
Q3 		– Sell
-3,124
Closed -$247K – 356
2023
Q2 		$247K Buy
+3,124
New +$228K 0.01% 238

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pallas Capital Advisors's SUSL Position: Q3 2023 in Review

Pallas Capital Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2023, closing a stake of 3,124 shares — an estimated $247K sold.

Pallas Capital Advisors first reported a position in SUSL in Q2 2023 and held it in 1 quarter. The position peaked at $247K in Q2 2023. 129 funds tracked by Wall St. Rank hold SUSL as of Q3 2023.

  • Pallas Capital Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2023 after selling out during the quarter.
  • Pallas Capital Advisors sold 3,124 iShares ESG MSCI USA Leaders ETF shares in Q3 2023, an estimated $247K.
  • Pallas Capital Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and held it in 1 quarter.
  • Pallas Capital Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $247K in Q2 2023.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2023.

Based on Pallas Capital Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.