Qube Research & Technologies (QRT)
SUSL icon

Qube Research & Technologies (QRT)’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Qube Research & Technologies (QRT)’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
-230
Closed -$22.4K – 4073
2024
Q2 		$22.4K Hold
230
– – ﹤0.01% 2866
2024
Q1 		$21.6K Hold
230
– – ﹤0.01% 3678
2023
Q4 		$19.4K Sell
230
-2,771
-92% -$218K ﹤0.01% 3490
2023
Q3 		$226K Buy
3,001
+2,855
+1,955% +$223K ﹤0.01% 2353
2023
Q2 		$15.8K Sell
146
-254
-64% -$18.5K ﹤0.01% 2176
2023
Q1 		$28.5K Buy
+400
New +$27.7K ﹤0.01% 2274
2022
Q4 		– Sell
-874
Closed -$54K – 2975
2022
Q3 		$54K Buy
+874
New +$60.3K ﹤0.01% 2120

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
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

Qube Research & Technologies (QRT)'s SUSL Position: Q3 2024 in Review

Qube Research & Technologies (QRT) sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2024, closing a stake of 230 shares — an estimated $22.4K sold.

Qube Research & Technologies (QRT) first reported a position in SUSL in Q3 2022 and held it in 7 quarters. The position peaked at $226K in Q3 2023. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

  • Qube Research & Technologies (QRT) reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 230 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $22.4K.
  • Qube Research & Technologies (QRT) first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and held it in 7 quarters.
  • Qube Research & Technologies (QRT)'s iShares ESG MSCI USA Leaders ETF position peaked at $226K in Q3 2023.
  • 155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q3 2024, filed 14 Nov 2024.