RJA
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Raymond James & Associates’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Raymond James & Associates’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
2023
Q4 		– Sell
-8,843
Closed -$667K – 3946
2023
Q3 		$667K Hold
8,843
– – ﹤0.01% 2707
2023
Q2 		$685K Hold
8,843
– – ﹤0.01% 2718
2023
Q1 		$630K Sell
8,843
-53
-0.6% -$3.67K ﹤0.01% 2776
2022
Q4 		$590K Buy
8,896
+212
+2% +$14.1K ﹤0.01% 2783
2022
Q3 		$536K Buy
8,684
+53
+0.6% +$3.65K ﹤0.01% 2821
2022
Q2 		$573K Hold
8,631
– – ﹤0.01% 2836
2022
Q1 		$683K Hold
8,631
– – ﹤0.01% 2871
2021
Q4 		$728K Sell
8,631
-572
-6% -$46.7K ﹤0.01% 2832
2021
Q3 		$695K Sell
9,203
-111
-1% -$8.63K ﹤0.01% 2824
2021
Q2 		$699K Buy
9,314
+1,360
+17% +$99.2K ﹤0.01% 2830
2021
Q1 		$551K Buy
7,954
+157
+2% +$10.5K ﹤0.01% 2948
2020
Q4 		$506K Buy
7,797
+915
+13% +$56.2K ﹤0.01% 2799
2020
Q3 		$400K Sell
6,882
-285
-4% -$16.4K ﹤0.01% 2783
2020
Q2 		$388K Buy
7,167
+1,497
+26% +$76.6K ﹤0.01% 2769
2020
Q1 		$256K Buy
+5,670
New +$302K ﹤0.01% 2871

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
FAAM
First Ascent Asset Management Denver, Colorado $892M AUM 13.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James & Associates's SUSL Position: Q4 2023 in Review

Raymond James & Associates sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2023, closing a stake of 8,843 shares — an estimated $667K sold.

Raymond James & Associates first reported a position in SUSL in Q1 2020 and held it in 15 quarters. The position peaked at $728K in Q4 2021. 138 funds tracked by Wall St. Rank hold SUSL as of Q4 2023.

  • Raymond James & Associates reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2023 after selling out during the quarter.
  • Raymond James & Associates sold 8,843 iShares ESG MSCI USA Leaders ETF shares in Q4 2023, an estimated $667K.
  • Raymond James & Associates first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and held it in 15 quarters.
  • Raymond James & Associates's iShares ESG MSCI USA Leaders ETF position peaked at $728K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2023.

Based on Raymond James & Associates's 13F filing for Q4 2023, filed 16 Jan 2024.