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Stonebridge Financial Planning Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Stonebridge Financial Planning 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
Q1 		– Sell
-8,229
Closed -$546K – 129
2022
Q4 		$546K Buy
8,229
+34
+0.4% +$2.25K 0.36% 73
2022
Q3 		$506K Buy
+8,195
New +$565K 0.35% 76

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Stonebridge Financial Planning Group's SUSL Position: Q1 2023 in Review

Stonebridge Financial Planning Group sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2023, closing a stake of 8,229 shares — an estimated $546K sold.

Stonebridge Financial Planning Group first reported a position in SUSL in Q3 2022 and held it in 2 quarters. The position peaked at $546K in Q4 2022. 126 funds tracked by Wall St. Rank hold SUSL as of Q1 2023.

  • Stonebridge Financial Planning Group reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 8,229 iShares ESG MSCI USA Leaders ETF shares in Q1 2023, an estimated $546K.
  • Stonebridge Financial Planning Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's iShares ESG MSCI USA Leaders ETF position peaked at $546K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2023.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2023, filed 4 May 2023.