Welch & Forbes’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Welch & Forbes’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
2022 Q4	–	Sell	-4,876	Closed	-$301K	–	382
2022 Q3	$301K	Hold	4,876	–	–	0.01%	321
2022 Q2	$324K	Hold	4,876	–	–	0.01%	319
2022 Q1	$386K	Buy	+4,876	New	+$381K	0.01%	314

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

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

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

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Welch & Forbes's SUSL Position: Q4 2022 in Review

Welch & Forbes sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2022, closing a stake of 4,876 shares — an estimated $301K sold.

Welch & Forbes first reported a position in SUSL in Q1 2022 and held it in 3 quarters. The position peaked at $386K in Q1 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

Welch & Forbes reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2022 after selling out during the quarter.
Welch & Forbes sold 4,876 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $301K.
Welch & Forbes first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 3 quarters.
Welch & Forbes's iShares ESG MSCI USA Leaders ETF position peaked at $386K in Q1 2022.
129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.