SR
SUSL icon

Swiss Re’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Swiss Re’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
-1,062,655
Closed -$75.7M – 4
2023
Q1 		$75.7M Hold
1,062,655
– – 17.77% 3
2022
Q4 		$70.5M Buy
1,062,655
+653,500
+160% +$43.3M 12.89% 3
2022
Q3 		$25.3M Hold
409,155
– – 7.38% 7
2022
Q2 		$27.2M Hold
409,155
– – 5.44% 8
2022
Q1 		$32.4M Hold
409,155
– – 5.7% 6
2021
Q4 		$34.5M Hold
409,155
– – 6.96% 4
2021
Q3 		$26.6M Buy
+409,155
New +$31.8M 6.89% 4

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 $1.47T 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 $528B 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 $24.6B 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