Goodwin Investment Advisory’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Goodwin Investment Advisory’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	-1,208	Closed	-$113K	–	49
2024 Q1	$113K	Buy	+1,208	New	+$108K	0.05%	41
2023 Q4	–	Sell	-5,279	Closed	-$398K	–	83
2023 Q3	$398K	Sell	5,279 -410	-7%	-$32.1K	0.24%	29
2023 Q2	$440K	Sell	5,689 -1,463	-20%	-$107K	0.26%	26
2023 Q1	$510K	Sell	7,152 -180	-2%	-$12.5K	0.33%	24
2022 Q4	$486K	Sell	7,332 -9,635	-57%	-$639K	0.35%	25
2022 Q3	$1.05M	Buy	16,967 +5,243	+45%	+$362K	0.79%	19
2022 Q2	$778K	Sell	11,724 -36,045	-75%	-$2.58M	0.6%	20
2022 Q1	$3.78M	Buy	47,769 +47,718	+93,565%	+$3.73M	2.59%	9
2021 Q4	$5K	Buy	+51	New	+$4.17K	﹤0.01%	152

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

Goodwin Investment Advisory's SUSL Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2024, closing a stake of 1,208 shares — an estimated $113K sold.

Goodwin Investment Advisory first reported a position in SUSL in Q4 2021 and held it in 9 quarters. The position peaked at $3.78M in Q1 2022. 145 funds tracked by Wall St. Rank hold SUSL as of Q2 2024.

Goodwin Investment Advisory reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 1,208 iShares ESG MSCI USA Leaders ETF shares in Q2 2024, an estimated $113K.
Goodwin Investment Advisory first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and held it in 9 quarters.
Goodwin Investment Advisory's iShares ESG MSCI USA Leaders ETF position peaked at $3.78M in Q1 2022.
145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.