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Shilanski & Associates’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Shilanski & Associates’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
-8,311
Closed -$513K – 199
2022
Q3 		$513K Buy
+8,311
New +$573K 0.19% 70

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
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 $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
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 $1.53B AUM 29.94% 1-Year Est. Return

Shilanski & Associates's SUSL Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2022, closing a stake of 8,311 shares — an estimated $513K sold.

Shilanski & Associates first reported a position in SUSL in Q3 2022 and held it in 1 quarter. The position peaked at $513K in Q3 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 8,311 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $513K.
  • Shilanski & Associates first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares ESG MSCI USA Leaders ETF position peaked at $513K in Q3 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.