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Hoxton Planning & Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Hoxton Planning & Management’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
-2,245
Closed -$211K – 167
2024
Q1 		$211K Buy
+2,245
New +$200K 0.1% 154
2023
Q3 		– Sell
-2,675
Closed -$207K – 154
2023
Q2 		$207K Sell
2,675
-560
-17% -$40.9K 0.13% 137
2023
Q1 		$231K Sell
3,235
-6,664
-67% -$462K 0.13% 139
2022
Q4 		$656K Buy
+9,899
New +$656K 0.35% 56

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

Hoxton Planning & Management's SUSL Position: Q2 2024 in Review

Hoxton Planning & Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2024, closing a stake of 2,245 shares — an estimated $211K sold.

Hoxton Planning & Management first reported a position in SUSL in Q4 2022 and held it in 4 quarters. The position peaked at $656K in Q4 2022. 145 funds tracked by Wall St. Rank hold SUSL as of Q2 2024.

  • Hoxton Planning & Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2024 after selling out during the quarter.
  • Hoxton Planning & Management sold 2,245 iShares ESG MSCI USA Leaders ETF shares in Q2 2024, an estimated $211K.
  • Hoxton Planning & Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and held it in 4 quarters.
  • Hoxton Planning & Management's iShares ESG MSCI USA Leaders ETF position peaked at $656K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2024.

Based on Hoxton Planning & Management's 13F filing for Q2 2024, filed 19 Jul 2024.