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 $2.2B AUM 1.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $906M AUM 23.79% 1-Year Est. Return

Swiss Re's SUSL Position: Q2 2023 in Review

Swiss Re sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2023, closing a stake of 1,062,655 shares — an estimated $75.7M sold.

Swiss Re first reported a position in SUSL in Q3 2021 and held it in 7 quarters. The position peaked at $75.7M in Q1 2023. 121 funds tracked by Wall St. Rank hold SUSL as of Q2 2023.

  • Swiss Re reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • Swiss Re sold 1,062,655 iShares ESG MSCI USA Leaders ETF shares in Q2 2023, an estimated $75.7M.
  • Swiss Re first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2021 and held it in 7 quarters.
  • Swiss Re's iShares ESG MSCI USA Leaders ETF position peaked at $75.7M in Q1 2023.
  • 121 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2023.

Based on Swiss Re's 13F filing for Q2 2023, filed 9 Aug 2023.