Transcend Capital Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Transcend Capital Advisors’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	-4,864	Closed	-$323K	–	522
2022 Q4	$323K	Hold	4,864	–	–	0.04%	351
2022 Q3	$300K	Sell	4,864 -328	-6%	-$22.6K	0.03%	362
2022 Q2	$345K	Buy	5,192 +1,020	+24%	+$73K	0.04%	354
2022 Q1	$330K	Buy	+4,172	New	+$326K	0.03%	381

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

Swiss Re Zurich, Switzerland $16.4M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Transcend Capital Advisors's SUSL Position: Q1 2023 in Review

Transcend Capital Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2023, closing a stake of 4,864 shares — an estimated $323K sold.

Transcend Capital Advisors first reported a position in SUSL in Q1 2022 and held it in 4 quarters. The position peaked at $345K in Q2 2022. 126 funds tracked by Wall St. Rank hold SUSL as of Q1 2023.

Transcend Capital Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2023 after selling out during the quarter.
Transcend Capital Advisors sold 4,864 iShares ESG MSCI USA Leaders ETF shares in Q1 2023, an estimated $323K.
Transcend Capital Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 4 quarters.
Transcend Capital Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $345K in Q2 2022.
126 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2023.

Based on Transcend Capital Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.