RFP
SUSL icon

RCS Financial Planning’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

RCS Financial Planning’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
Q1 		– Sell
-2,425
Closed -$205K – 73
2023
Q4 		$205K Sell
2,425
-657
-21% -$51.8K 0.13% 63
2023
Q3 		$234K Sell
3,082
-307
-9% -$24K 0.18% 59
2023
Q2 		$262K Sell
3,389
-1,013
-23% -$74K 0.22% 47
2023
Q1 		$314K Buy
4,402
+1,007
+30% +$69.7K 0.28% 44
2022
Q4 		$225K Buy
+3,395
New +$225K 0.22% 47

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
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
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

RCS Financial Planning's SUSL Position: Q1 2024 in Review

RCS Financial Planning sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2024, closing a stake of 2,425 shares — an estimated $205K sold.

RCS Financial Planning first reported a position in SUSL in Q4 2022 and held it in 5 quarters. The position peaked at $314K in Q1 2023. 145 funds tracked by Wall St. Rank hold SUSL as of Q1 2024.

  • RCS Financial Planning reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2024 after selling out during the quarter.
  • RCS Financial Planning sold 2,425 iShares ESG MSCI USA Leaders ETF shares in Q1 2024, an estimated $205K.
  • RCS Financial Planning first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and held it in 5 quarters.
  • RCS Financial Planning's iShares ESG MSCI USA Leaders ETF position peaked at $314K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2024.

Based on RCS Financial Planning's 13F filing for Q1 2024, filed 26 Apr 2024.