PO
SUSL icon

Private Ocean’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Private Ocean’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 		$1.16M Sell
11,951
-657
-5% -$61.4K 0.1% 64
2024
Q1 		$1.18M Buy
12,608
+17
+0.1% +$1.51K 0.13% 57
2023
Q4 		$1.06M Buy
12,591
+42
+0.3% +$3.31K 0.11% 60
2023
Q3 		$946K Hold
12,549
– – 0.12% 57
2023
Q2 		$972K Buy
12,549
+18
+0.1% +$1.31K 0.12% 58
2023
Q1 		$893K Buy
12,531
+21
+0.2% +$1.45K 0.12% 61
2022
Q4 		$829K Buy
12,510
+2,684
+27% +$178K 0.1% 60
2022
Q3 		$606K Buy
9,826
+291
+3% +$20.1K 0.1% 62
2022
Q2 		$633K Buy
9,535
+103
+1% +$7.37K 0.1% 57
2022
Q1 		$747K Buy
9,432
+616
+7% +$48.1K 0.09% 53
2021
Q4 		$744K Sell
8,816
-1,867
-17% -$153K 0.09% 54
2021
Q3 		$807K Buy
10,683
+19
+0.2% +$1.48K 0.1% 50
2021
Q2 		$801K Sell
10,664
-392
-4% -$28.6K 0.1% 47
2021
Q1 		$766K Buy
11,056
+19
+0.2% +$1.28K 0.14% 45
2020
Q4 		$717K Sell
11,037
-162
-1% -$9.96K 0.14% 44
2020
Q3 		$651K Buy
11,199
+24
+0.2% +$1.38K 0.15% 46
2020
Q2 		$604K Buy
11,175
+5,774
+107% +$296K 0.15% 44
2020
Q1 		$243K Buy
+5,401
New +$287K 0.07% 77

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

Private Ocean's SUSL Position: Q2 2024 in Review

Private Ocean reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 5.2% in Q2 2024, selling an estimated $61.4K and leaving 11,951 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #64.

Private Ocean first reported a position in SUSL in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2024. 145 funds tracked by Wall St. Rank hold SUSL as of Q2 2024.

  • Private Ocean held 11,951 shares of iShares ESG MSCI USA Leaders ETF worth $1.16M as of Q2 2024.
  • Private Ocean sold 657 iShares ESG MSCI USA Leaders ETF shares in Q2 2024, an estimated $61.4K.
  • iShares ESG MSCI USA Leaders ETF made up 0.1% of Private Ocean's portfolio in Q2 2024, its #64 holding.
  • Private Ocean first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and has held it in 18 quarters since.
  • Private Ocean's iShares ESG MSCI USA Leaders ETF position peaked at $1.18M in Q1 2024.
  • 145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.