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SUSL icon

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

Dentgroup’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
2023
Q4 		– Sell
-2,766
Closed -$209K – 104
2023
Q3 		$209K Buy
2,766
+95
+4% +$7.44K 0.15% 105
2023
Q2 		$207K Sell
2,671
-214
-7% -$15.6K 0.15% 104
2023
Q1 		$206K Sell
2,885
-4,520
-61% -$313K 0.17% 101
2022
Q4 		$491K Buy
7,405
+186
+3% +$12.3K 0.42% 59
2022
Q3 		$444K Sell
7,219
-3,252
-31% -$224K 0.45% 55
2022
Q2 		$695K Buy
10,471
+5,709
+120% +$408K 0.77% 37
2022
Q1 		$377K Buy
+4,762
New +$372K 0.36% 61

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dentgroup's SUSL Position: Q4 2023 in Review

Dentgroup sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2023, closing a stake of 2,766 shares — an estimated $209K sold.

Dentgroup first reported a position in SUSL in Q1 2022 and held it in 7 quarters. The position peaked at $695K in Q2 2022. 138 funds tracked by Wall St. Rank hold SUSL as of Q4 2023.

  • Dentgroup reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2023 after selling out during the quarter.
  • Dentgroup sold 2,766 iShares ESG MSCI USA Leaders ETF shares in Q4 2023, an estimated $209K.
  • Dentgroup first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 7 quarters.
  • Dentgroup's iShares ESG MSCI USA Leaders ETF position peaked at $695K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2023.

Based on Dentgroup's 13F filing for Q4 2023, filed 2 Jan 2024.