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Israel Englander’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Israel Englander’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
-2,646
Closed -$269K – 6445
2024
Q3 		$269K Buy
+2,646
New +$260K ﹤0.01% 5277

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Israel Englander's SUSL Position: Q4 2024 in Review

Israel Englander sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2024, closing a stake of 2,646 shares — an estimated $269K sold.

Israel Englander first reported a position in SUSL in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 158 funds tracked by Wall St. Rank hold SUSL as of Q4 2024.

  • Israel Englander reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Israel Englander sold 2,646 iShares ESG MSCI USA Leaders ETF shares in Q4 2024, an estimated $269K.
  • Israel Englander first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and held it in 1 quarter.
  • Israel Englander's iShares ESG MSCI USA Leaders ETF position peaked at $269K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.