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RPg Family Wealth Advisory’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

RPg Family Wealth Advisory’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
-72,006
Closed -$7.02M – 110
2024
Q2 		$7.02M Sell
72,006
-412
-0.6% -$38.5K 2.31% 16
2024
Q1 		$6.8M Buy
72,418
+3,091
+4% +$275K 2.15% 14
2023
Q4 		$5.85M Sell
69,327
-28
-0% -$2.21K 2.16% 15
2023
Q3 		$5.25M Buy
69,355
+5,394
+8% +$422K 2.16% 14
2023
Q2 		$4.95M Sell
63,961
-257
-0.4% -$18.8K 1.98% 16
2023
Q1 		$4.58M Buy
64,218
+5,579
+10% +$386K 2.51% 12
2022
Q4 		$3.89M Buy
58,639
+929
+2% +$61.6K 2.66% 12
2022
Q3 		$3.94M Sell
57,710
-64
-0.1% -$4.41K 2.07% 15
2022
Q2 		$3.84M Sell
57,774
-2,942
-5% -$210K 2.29% 14
2022
Q1 		$4.81M Buy
60,716
+427
+0.7% +$33.4K 2.05% 18
2021
Q4 		$5.09M Buy
60,289
+486
+0.8% +$39.7K 2.01% 16
2021
Q3 		$4.52M Buy
59,803
+605
+1% +$47K 1.9% 18
2021
Q2 		$4.45M Buy
+59,198
New +$4.32M 1.8% 18
2020
Q4 		$3.48M Sell
53,567
-61
-0.1% -$3.75K 1.64% 19
2020
Q3 		$3.12M Buy
53,628
+5,578
+12% +$321K 1.64% 16
2020
Q2 		$2.6M Buy
48,050
+290
+0.6% +$14.8K 1.59% 12
2020
Q1 		$2.15M Buy
+47,760
New +$2.54M 1.67% 18

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 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 $3.18B AUM 21.22% 1-Year Est. Return

RPg Family Wealth Advisory's SUSL Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2024, closing a stake of 72,006 shares — an estimated $7.02M sold.

RPg Family Wealth Advisory first reported a position in SUSL in Q1 2020 and held it in 17 quarters. The position peaked at $7.02M in Q2 2024. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

  • RPg Family Wealth Advisory reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 72,006 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $7.02M.
  • RPg Family Wealth Advisory first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and held it in 17 quarters.
  • RPg Family Wealth Advisory's iShares ESG MSCI USA Leaders ETF position peaked at $7.02M in Q2 2024.
  • 155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.