Truist Financial
SUSL icon

Truist Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Truist Financial’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
2021
Q3 		– Sell
-6,450
Closed -$484K – 2822
2021
Q2 		$484K Hold
6,450
– – ﹤0.01% 2080
2021
Q1 		$447K Buy
6,450
+254
+4% +$17.1K ﹤0.01% 2042
2020
Q4 		$402K Buy
+6,196
New +$381K ﹤0.01% 1977

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Truist Financial's SUSL Position: Q3 2021 in Review

Truist Financial sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2021, closing a stake of 6,450 shares — an estimated $484K sold.

Truist Financial first reported a position in SUSL in Q4 2020 and held it in 3 quarters. The position peaked at $484K in Q2 2021. 60 funds tracked by Wall St. Rank hold SUSL as of Q3 2021.

  • Truist Financial reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 6,450 iShares ESG MSCI USA Leaders ETF shares in Q3 2021, an estimated $484K.
  • Truist Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and held it in 3 quarters.
  • Truist Financial's iShares ESG MSCI USA Leaders ETF position peaked at $484K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.