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

DHK Financial 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
-5,705
Closed -$535K – 93
2024
Q1 		$535K Buy
5,705
+14
+0.2% +$1.25K 0.38% 59
2023
Q4 		$480K Buy
+5,691
New +$448K 0.36% 55

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 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
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
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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

DHK Financial Advisors's SUSL Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2024, closing a stake of 5,705 shares — an estimated $535K sold.

DHK Financial Advisors first reported a position in SUSL in Q4 2023 and held it in 2 quarters. The position peaked at $535K in Q1 2024. 145 funds tracked by Wall St. Rank hold SUSL as of Q2 2024.

  • DHK Financial Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 5,705 iShares ESG MSCI USA Leaders ETF shares in Q2 2024, an estimated $535K.
  • DHK Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2023 and held it in 2 quarters.
  • DHK Financial Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $535K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.