High Falls Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

High Falls 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
2025 Q1	–	Sell	-2,151	Closed	-$222K	–	132
2024 Q4	$222K	Sell	2,151 -949	-31%	-$99K	0.05%	110
2024 Q3	$315K	Buy	3,100 +420	+16%	+$41.2K	0.07%	87
2024 Q2	$261K	Sell	2,680 -1,963	-42%	-$183K	0.06%	98
2024 Q1	$436K	Sell	4,643 -170	-4%	-$15.1K	0.11%	67
2023 Q4	$406K	Buy	4,813 +312	+7%	+$24.6K	0.11%	63
2023 Q3	$339K	Buy	+4,501	New	+$352K	0.1%	67
2023 Q2	–	Sell	-3,153	Closed	-$225K	–	116
2023 Q1	$225K	Buy	+3,153	New	+$218K	0.07%	94
2022 Q3	–	Sell	-8,253	Closed	-$548K	–	118
2022 Q2	$548K	Buy	8,253 +3,129	+61%	+$224K	0.17%	59
2022 Q1	$406K	Buy	+5,124	New	+$400K	0.11%	76

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

High Falls Advisors's SUSL Position: Q1 2025 in Review

High Falls Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2025, closing a stake of 2,151 shares — an estimated $222K sold.

High Falls Advisors first reported a position in SUSL in Q1 2022 and held it in 9 quarters. The position peaked at $548K in Q2 2022. 157 funds tracked by Wall St. Rank hold SUSL as of Q1 2025.

High Falls Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2025 after selling out during the quarter.
High Falls Advisors sold 2,151 iShares ESG MSCI USA Leaders ETF shares in Q1 2025, an estimated $222K.
High Falls Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 9 quarters.
High Falls Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $548K in Q2 2022.
157 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2025.

Based on High Falls Advisors's 13F filing for Q1 2025, filed 13 May 2025.