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

LGT Financial 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
-973
Closed -$98.8K – 769
2024
Q3 		$98.8K Buy
973
+3
+0.3% +$294 0.24% 75
2024
Q2 		$94.5K Buy
970
+2
+0.2% +$187 0.2% 88
2024
Q1 		$90.8K Buy
968
+3
+0.3% +$267 0.11% 185
2023
Q4 		$81.4K Buy
965
+7
+0.7% +$551 0.1% 180
2023
Q3 		$72.2K Buy
+958
New +$75K 0.09% 187
2023
Q1 		– Sell
-5,471
Closed -$363K – 186
2022
Q4 		$363K Buy
+5,471
New +$363K 0.43% 47

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

LGT Financial Advisors's SUSL Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2024, closing a stake of 973 shares — an estimated $98.8K sold.

LGT Financial Advisors first reported a position in SUSL in Q4 2022 and held it in 6 quarters. The position peaked at $363K in Q4 2022. 158 funds tracked by Wall St. Rank hold SUSL as of Q4 2024.

  • LGT Financial Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 973 iShares ESG MSCI USA Leaders ETF shares in Q4 2024, an estimated $98.8K.
  • LGT Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and held it in 6 quarters.
  • LGT Financial Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $363K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.