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Regatta Capital Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Regatta Capital Group’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
Q2 		– Sell
-4,564
Closed -$303K – 181
2023
Q1 		$303K Hold
4,564
– – 0.11% 143
2022
Q4 		$303K Buy
+4,564
New +$303K 0.11% 143

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
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Regatta Capital Group's SUSL Position: Q2 2023 in Review

Regatta Capital Group sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2023, closing a stake of 4,564 shares — an estimated $303K sold.

Regatta Capital Group first reported a position in SUSL in Q4 2022 and held it in 2 quarters. The position peaked at $303K in Q4 2022. 121 funds tracked by Wall St. Rank hold SUSL as of Q2 2023.

  • Regatta Capital Group reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • Regatta Capital Group sold 4,564 iShares ESG MSCI USA Leaders ETF shares in Q2 2023, an estimated $303K.
  • Regatta Capital Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and held it in 2 quarters.
  • Regatta Capital Group's iShares ESG MSCI USA Leaders ETF position peaked at $303K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2023.

Based on Regatta Capital Group's 13F filing for Q2 2023, filed 13 Jul 2023.