HighTower Advisors
SUSL icon

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

HighTower 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
Q4 		– Sell
-2,157
Closed -$219K – 4040
2024
Q3 		$219K Buy
+2,157
New +$212K ﹤0.01% 3070
2023
Q2 		– Sell
-4,137
Closed -$295K – 3680
2023
Q1 		$295K Sell
4,137
-1,389
-25% -$96.2K ﹤0.01% 2463
2022
Q4 		$366K Buy
+5,526
New +$366K ﹤0.01% 2337

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

HighTower Advisors's SUSL Position: Q4 2024 in Review

HighTower Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2024, closing a stake of 2,157 shares — an estimated $219K sold.

HighTower Advisors first reported a position in SUSL in Q4 2022 and held it in 3 quarters. The position peaked at $366K in Q4 2022. 158 funds tracked by Wall St. Rank hold SUSL as of Q4 2024.

  • HighTower Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 2,157 iShares ESG MSCI USA Leaders ETF shares in Q4 2024, an estimated $219K.
  • HighTower Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and held it in 3 quarters.
  • HighTower Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $366K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.