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Pathstone Family Office’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Pathstone Family Office’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
-6,575
Closed -$509K – 1689
2023
Q2 		$509K Buy
+6,575
New +$480K 0.01% 741

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 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 $424B AUM 22.96% 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 $204B AUM 27.99% 1-Year Est. Return

Pathstone Family Office's SUSL Position: Q3 2023 in Review

Pathstone Family Office sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2023, closing a stake of 6,575 shares — an estimated $509K sold.

Pathstone Family Office first reported a position in SUSL in Q2 2023 and held it in 1 quarter. The position peaked at $509K in Q2 2023. 129 funds tracked by Wall St. Rank hold SUSL as of Q3 2023.

  • Pathstone Family Office reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2023 after selling out during the quarter.
  • Pathstone Family Office sold 6,575 iShares ESG MSCI USA Leaders ETF shares in Q3 2023, an estimated $509K.
  • Pathstone Family Office first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and held it in 1 quarter.
  • Pathstone Family Office's iShares ESG MSCI USA Leaders ETF position peaked at $509K in Q2 2023.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.