Spire Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Spire Wealth Management’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	-84	Closed	-$8.18K	–	2264
2024 Q2	$8.18K	Sell	84 -91	-52%	-$8.51K	﹤0.01%	1697
2024 Q1	$16.4K	Hold	175	–	–	﹤0.01%	1574
2023 Q4	$15.1K	Sell	175 -149	-46%	-$11.7K	﹤0.01%	1629
2023 Q3	$24.4K	Sell	324 -216	-40%	-$16.9K	﹤0.01%	1427
2023 Q2	$41.8K	Sell	540 -109	-17%	-$7.96K	﹤0.01%	1271
2023 Q1	$46.2K	Buy	649 +201	+45%	+$13.9K	﹤0.01%	1232
2022 Q4	$30K	Sell	448 -28	-6%	-$1.86K	﹤0.01%	1206
2022 Q3	$29K	Buy	+476	New	+$32.8K	﹤0.01%	1171
2021 Q3	–	Sell	-373	Closed	-$14K	–	2642
2021 Q2	$14K	Buy	+373	New	+$27.2K	﹤0.01%	2010

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

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 $2.78B AUM 15.76% 1-Year Est. Return

Spire Wealth Management's SUSL Position: Q3 2024 in Review

Spire Wealth Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2024, closing a stake of 84 shares — an estimated $8.18K sold.

Spire Wealth Management first reported a position in SUSL in Q2 2021 and held it in 9 quarters. The position peaked at $46.2K in Q1 2023. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

Spire Wealth Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 84 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $8.18K.
Spire Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and held it in 9 quarters.
Spire Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $46.2K in Q1 2023.
155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.