Security Financial Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Security Financial Services’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 Q3	–	Sell	-57,198	Closed	-$3.8M	–	138
2022 Q2	$3.8M	Buy	57,198 +33,776	+144%	+$2.42M	1.21%	23
2022 Q1	$1.85M	Buy	+23,422	New	+$1.83M	0.59%	35

Other funds holding SUSL

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Swiss Re Zurich, Switzerland $1.1B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

FAAM

First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Security Financial Services's SUSL Position: Q3 2022 in Review

Security Financial Services sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2022, closing a stake of 57,198 shares — an estimated $3.8M sold.

Security Financial Services first reported a position in SUSL in Q1 2022 and held it in 2 quarters. The position peaked at $3.8M in Q2 2022. 114 funds tracked by Wall St. Rank hold SUSL as of Q3 2022.

Security Financial Services reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2022 after selling out during the quarter.
Security Financial Services sold 57,198 iShares ESG MSCI USA Leaders ETF shares in Q3 2022, an estimated $3.8M.
Security Financial Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 2 quarters.
Security Financial Services's iShares ESG MSCI USA Leaders ETF position peaked at $3.8M in Q2 2022.
114 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2022.

Based on Security Financial Services's 13F filing for Q3 2022, filed 19 Oct 2022.