Raymond James Financial Services Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Raymond James Financial Services 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 Q3	$1.38M	Buy	13,548 +1,215	+10%	+$119K	﹤0.01%	1954
2024 Q2	$1.2M	Sell	12,333 -1,965	-14%	-$184K	﹤0.01%	1978
2024 Q1	$1.34M	Sell	14,298 -3,366	-19%	-$300K	﹤0.01%	1885
2023 Q4	$1.49M	Buy	17,664 +609	+4%	+$48K	﹤0.01%	1734
2023 Q3	$1.29M	Buy	17,055 +3,154	+23%	+$247K	﹤0.01%	1769
2023 Q2	$1.08M	Sell	13,901 -19	-0.1%	-$1.39K	﹤0.01%	1887
2023 Q1	$992K	Buy	13,920 +348	+3%	+$24.1K	﹤0.01%	1899
2022 Q4	$900K	Buy	+13,572	New	+$900K	﹤0.01%	1908
2022 Q3	–	Sell	-3,125	Closed	-$207K	–	3398
2022 Q2	$207K	Sell	3,125 -11	-0.4%	-$787	﹤0.01%	2857
2022 Q1	$248K	Sell	3,136 -20	-0.6%	-$1.56K	﹤0.01%	2845
2021 Q4	$266K	Buy	+3,156	New	+$258K	﹤0.01%	2796
2020 Q1	–	Sell	-4,155	Closed	-$231K	–	2814
2019 Q4	$231K	Sell	4,155 -210	-5%	-$11.2K	﹤0.01%	2485
2019 Q3	$225K	Hold	4,365	–	–	﹤0.01%	2417
2019 Q2	$220K	Buy	+4,365	New	+$215K	﹤0.01%	2474

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $3.18B AUM 21.22% 1-Year Est. Return

Raymond James Financial Services Advisors's SUSL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 9.9% in Q3 2024, buying an estimated $119K and bringing the position to 13,548 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Raymond James Financial Services Advisors first reported a position in SUSL in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2023. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

Raymond James Financial Services Advisors held 13,548 shares of iShares ESG MSCI USA Leaders ETF worth $1.38M as of Q3 2024.
Raymond James Financial Services Advisors bought 1,215 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $119K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1954 holding.
Raymond James Financial Services Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2019 and has held it in 14 quarters since.
Raymond James Financial Services Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $1.49M in Q4 2023.
155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.