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

First Manhattan’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	-300	Closed	-$28.2K	–	1241
2024 Q1	$28.2K	Hold	300	–	–	﹤0.01%	980
2023 Q4	$25.3K	Hold	300	–	–	﹤0.01%	986
2023 Q3	$22.6K	Hold	300	–	–	﹤0.01%	1004
2023 Q2	$23.2K	Hold	300	–	–	﹤0.01%	1009
2023 Q1	$21.4K	Hold	300	–	–	﹤0.01%	1076
2022 Q4	$19.9K	Hold	300	–	–	﹤0.01%	1119
2022 Q3	$18K	Buy	+300	New	+$20.7K	﹤0.01%	1112

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

First Manhattan's SUSL Position: Q2 2024 in Review

First Manhattan sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2024, closing a stake of 300 shares — an estimated $28.2K sold.

First Manhattan first reported a position in SUSL in Q3 2022 and held it in 7 quarters. The position peaked at $28.2K in Q1 2024. 145 funds tracked by Wall St. Rank hold SUSL as of Q2 2024.

First Manhattan reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 300 iShares ESG MSCI USA Leaders ETF shares in Q2 2024, an estimated $28.2K.
First Manhattan first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and held it in 7 quarters.
First Manhattan's iShares ESG MSCI USA Leaders ETF position peaked at $28.2K in Q1 2024.
145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.