Regal Investment Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Regal Investment 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
2025 Q1	–	Sell	-3,064	Closed	-$316K	–	491
2024 Q4	$316K	Sell	3,064 -166	-5%	-$17.3K	0.02%	396
2024 Q3	$328K	Buy	3,230 +110	+4%	+$10.8K	0.02%	430
2024 Q2	$304K	Sell	3,120 -137	-4%	-$12.8K	0.02%	457
2024 Q1	$306K	Hold	3,257	–	–	0.02%	460
2023 Q4	$275K	Buy	3,257 +31	+1%	+$2.44K	0.02%	438
2023 Q3	$243K	Sell	3,226 -661	-17%	-$51.7K	0.02%	430
2023 Q2	$301K	Sell	3,887 -574	-13%	-$41.9K	0.03%	395
2023 Q1	$318K	Buy	+4,461	New	+$309K	0.03%	377
2022 Q4	–	Sell	-5,802	Closed	-$358K	–	515
2022 Q3	$358K	Buy	+5,802	New	+$400K	0.04%	324

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Regal Investment Advisors's SUSL Position: Q1 2025 in Review

Regal Investment Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2025, closing a stake of 3,064 shares — an estimated $316K sold.

Regal Investment Advisors first reported a position in SUSL in Q3 2022 and held it in 9 quarters. The position peaked at $358K in Q3 2022. 157 funds tracked by Wall St. Rank hold SUSL as of Q1 2025.

Regal Investment Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2025 after selling out during the quarter.
Regal Investment Advisors sold 3,064 iShares ESG MSCI USA Leaders ETF shares in Q1 2025, an estimated $316K.
Regal Investment Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and held it in 9 quarters.
Regal Investment Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $358K in Q3 2022.
157 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.