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

Clearstead 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 Q2	–	Sell	-1,280	Closed	-$119K	–	2069
2024 Q1	$119K	Hold	1,280	–	–	0.01%	571
2023 Q4	$108K	Sell	1,280 -1,280	-50%	-$101K	0.01%	569
2023 Q3	$193K	Buy	2,560 +1,280	+100%	+$100K	0.01%	574
2023 Q2	$99.1K	Hold	1,280	–	–	0.01%	578
2023 Q1	$91.2K	Hold	1,280	–	–	0.01%	525
2022 Q4	$84.9K	Sell	1,280 -560	-30%	-$37.1K	0.01%	530
2022 Q3	$114K	Hold	1,840	–	–	0.01%	454
2022 Q2	$122K	Sell	1,840 -6	-0.3%	-$429	0.01%	461
2022 Q1	$146K	Buy	1,846 +310	+20%	+$24.2K	0.01%	468
2021 Q4	$130K	Buy	+1,536	New	+$125K	0.01%	475

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Clearstead Advisors's SUSL Position: Q2 2024 in Review

Clearstead Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2024, closing a stake of 1,280 shares — an estimated $119K sold.

Clearstead Advisors first reported a position in SUSL in Q4 2021 and held it in 10 quarters. The position peaked at $193K in Q3 2023. 145 funds tracked by Wall St. Rank hold SUSL as of Q2 2024.

Clearstead Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2024 after selling out during the quarter.
Clearstead Advisors sold 1,280 iShares ESG MSCI USA Leaders ETF shares in Q2 2024, an estimated $119K.
Clearstead Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and held it in 10 quarters.
Clearstead Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $193K in Q3 2023.
145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2024.

Based on Clearstead Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.