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Sageworth Trust’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Sageworth Trust’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
2020
Q4 		– Sell
-58
Closed -$3K – 218
2020
Q3 		$3K Buy
+58
New +$3.34K ﹤0.01% 160

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sageworth Trust's SUSL Position: Q4 2020 in Review

Sageworth Trust sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2020, closing a stake of 58 shares — an estimated $3K sold.

Sageworth Trust first reported a position in SUSL in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 39 funds tracked by Wall St. Rank hold SUSL as of Q4 2020.

  • Sageworth Trust reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2020 after selling out during the quarter.
  • Sageworth Trust sold 58 iShares ESG MSCI USA Leaders ETF shares in Q4 2020, an estimated $3K.
  • Sageworth Trust first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2020 and held it in 1 quarter.
  • Sageworth Trust's iShares ESG MSCI USA Leaders ETF position peaked at $3K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2020.

Based on Sageworth Trust's 13F filing for Q4 2020, filed 8 Feb 2021.