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Westside Investment Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Westside Investment Management’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
-6,400
Closed -$402K – 852
2022
Q3 		$402K Buy
+6,400
New +$441K 0.96% 22

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
SR
Swiss Re Zurich, Switzerland $16.4M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Westside Investment Management's SUSL Position: Q4 2022 in Review

Westside Investment Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2022, closing a stake of 6,400 shares — an estimated $402K sold.

Westside Investment Management first reported a position in SUSL in Q3 2022 and held it in 1 quarter. The position peaked at $402K in Q3 2022. 129 funds tracked by Wall St. Rank hold SUSL as of Q4 2022.

  • Westside Investment Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • Westside Investment Management sold 6,400 iShares ESG MSCI USA Leaders ETF shares in Q4 2022, an estimated $402K.
  • Westside Investment Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and held it in 1 quarter.
  • Westside Investment Management's iShares ESG MSCI USA Leaders ETF position peaked at $402K in Q3 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.