Millburn Ridgefield Corp’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Millburn Ridgefield Corp’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 Q3	–	Sell	-1,767	Closed	-$172K	–	263
2024 Q2	$172K	Buy	+1,767	New	+$165K	﹤0.01%	54
2024 Q1	–	Sell	-3,126	Closed	-$264K	–	188
2023 Q4	$264K	Buy	+3,126	New	+$246K	0.01%	56
2023 Q3	–	Sell	-9,776	Closed	-$757K	–	199
2023 Q2	$757K	Buy	9,776 +9,162	+1,492%	+$669K	0.03%	48
2023 Q1	$43.8K	Sell	614 -3,142	-84%	-$218K	﹤0.01%	102
2022 Q4	$249K	Buy	+3,756	New	+$249K	0.01%	59
2022 Q2	–	Sell	-1,390	Closed	-$110K	–	123
2022 Q1	$110K	Buy	+1,390	New	+$109K	0.01%	92

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Millburn Ridgefield Corp's SUSL Position: Q3 2024 in Review

Millburn Ridgefield Corp sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2024, closing a stake of 1,767 shares — an estimated $172K sold.

Millburn Ridgefield Corp first reported a position in SUSL in Q1 2022 and held it in 6 quarters. The position peaked at $757K in Q2 2023. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

Millburn Ridgefield Corp reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2024 after selling out during the quarter.
Millburn Ridgefield Corp sold 1,767 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $172K.
Millburn Ridgefield Corp first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 6 quarters.
Millburn Ridgefield Corp's iShares ESG MSCI USA Leaders ETF position peaked at $757K in Q2 2023.
155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on Millburn Ridgefield Corp's 13F filing for Q3 2024, filed 14 Nov 2024.