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Patriot Financial Group Insurance Agency’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-3,556
Closed -$220K – 450
2022
Q3 		$220K Buy
3,556
+2,424
+214% +$167K 0.05% 352
2022
Q2 		$75K Buy
1,132
+241
+27% +$17.2K 0.02% 618
2022
Q1 		$71K Buy
+891
New +$69.6K 0.01% 682

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 $2.2B AUM 1.53% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SUSL Position: Q4 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2022, closing a stake of 3,556 shares — an estimated $220K sold.

Patriot Financial Group Insurance Agency first reported a position in SUSL in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q3 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,556 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $220K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's iShares ESG MSCI USA Leaders ETF position peaked at $220K in Q3 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2022, filed 17 Jan 2023.