Cetera Advisor Networks’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cetera Advisor Networks’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 Q1	$440K	Buy	4,683 +39	+0.8%	+$3.47K	﹤0.01%	2015
2023 Q4	$392K	Buy	4,644 +8	+0.2%	+$630	﹤0.01%	2061
2023 Q3	$350K	Sell	4,636 -306	-6%	-$23.9K	﹤0.01%	2033
2023 Q2	$383K	Buy	4,942 +184	+4%	+$13.4K	﹤0.01%	1911
2023 Q1	$339K	Sell	4,758 -1,106	-19%	-$76.6K	﹤0.01%	1970
2022 Q4	$389K	Buy	5,864 +1,229	+27%	+$81.5K	﹤0.01%	1817
2022 Q3	$286K	Buy	4,635 +1,080	+30%	+$74.5K	﹤0.01%	1630
2022 Q2	$236K	Buy	3,555 +752	+27%	+$53.8K	﹤0.01%	1753
2022 Q1	$222K	Buy	+2,803	New	+$219K	﹤0.01%	1817

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Cetera Advisor Networks's SUSL Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.84% in Q1 2024, buying an estimated $3.47K and bringing the position to 4,683 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Cetera Advisor Networks first reported a position in SUSL in Q1 2022 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold SUSL as of Q1 2024.

Cetera Advisor Networks held 4,683 shares of iShares ESG MSCI USA Leaders ETF worth $440K as of Q1 2024.
Cetera Advisor Networks bought 39 iShares ESG MSCI USA Leaders ETF shares in Q1 2024, an estimated $3.47K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2015 holding.
Cetera Advisor Networks first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.