Dynamic Advisor Solutions’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Dynamic Advisor Solutions’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
2025 Q1	–	Sell	-2,956	Closed	-$305K	–	884
2024 Q4	$305K	Sell	2,956 -79	-3%	-$8.24K	0.01%	532
2024 Q3	$308K	Buy	+3,035	New	+$298K	0.01%	742
2024 Q2	–	Sell	-2,631	Closed	-$247K	–	992
2024 Q1	$247K	Hold	2,631	–	–	0.01%	808
2023 Q4	$218K	Buy	+2,631	New	+$207K	0.01%	813
2022 Q3	–	Sell	-6,844	Closed	-$454K	–	740
2022 Q2	$454K	Sell	6,844 -234	-3%	-$16.7K	0.03%	421
2022 Q1	$560K	Sell	7,078 -1,197	-14%	-$93.5K	0.04%	417
2021 Q4	$698K	Sell	8,275 -1,331	-14%	-$109K	0.05%	352
2021 Q3	$725K	Buy	9,606 +352	+4%	+$27.4K	0.05%	359
2021 Q2	$695K	Buy	9,254 +1,310	+16%	+$95.6K	0.06%	354
2021 Q1	$550K	Buy	7,944 +2,456	+45%	+$165K	0.05%	354
2020 Q4	$356K	Buy	+5,488	New	+$337K	0.03%	454

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

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

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

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

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

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

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Dynamic Advisor Solutions's SUSL Position: Q1 2025 in Review

Dynamic Advisor Solutions sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2025, closing a stake of 2,956 shares — an estimated $305K sold.

Dynamic Advisor Solutions first reported a position in SUSL in Q4 2020 and held it in 11 quarters. The position peaked at $725K in Q3 2021. 157 funds tracked by Wall St. Rank hold SUSL as of Q1 2025.

Dynamic Advisor Solutions reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 2,956 iShares ESG MSCI USA Leaders ETF shares in Q1 2025, an estimated $305K.
Dynamic Advisor Solutions first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and held it in 11 quarters.
Dynamic Advisor Solutions's iShares ESG MSCI USA Leaders ETF position peaked at $725K in Q3 2021.
157 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2025, filed 17 Apr 2025.