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Alera Investment Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Alera Investment 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
2024
Q3 		$248K Sell
2,444
-258
-10% -$25.3K 0.03% 235
2024
Q2 		$263K Buy
+2,702
New +$253K 0.03% 216

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Alera Investment Advisors's SUSL Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 9.5% in Q3 2024, selling an estimated $25.3K and leaving 2,444 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #235.

Alera Investment Advisors first reported a position in SUSL in Q2 2024 and has held it in 2 quarters since. The position peaked at $263K in Q2 2024. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

  • Alera Investment Advisors held 2,444 shares of iShares ESG MSCI USA Leaders ETF worth $248K as of Q3 2024.
  • Alera Investment Advisors sold 258 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $25.3K.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #235 holding.
  • Alera Investment Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 2 quarters since.
  • Alera Investment Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $263K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.