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SWS Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

SWS Partners’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
Q4 		– Sell
-3,172
Closed -$322K – 124
2024
Q3 		$322K Buy
3,172
+200
+7% +$19.6K 0.1% 108
2024
Q2 		$290K Sell
2,972
-302
-9% -$28.2K 0.09% 106
2024
Q1 		$307K Buy
3,274
+223
+7% +$19.9K 0.09% 106
2023
Q4 		$257K Buy
3,051
+50
+2% +$3.94K 0.08% 106
2023
Q3 		$226K Sell
3,001
-171
-5% -$13.4K 0.08% 110
2023
Q2 		$246K Sell
3,172
-153
-5% -$11.2K 0.09% 107
2023
Q1 		$237K Buy
+3,325
New +$230K 0.09% 111

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $2.78B AUM 15.76% 1-Year Est. Return

SWS Partners's SUSL Position: Q4 2024 in Review

SWS Partners sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2024, closing a stake of 3,172 shares — an estimated $322K sold.

SWS Partners first reported a position in SUSL in Q1 2023 and held it in 7 quarters. The position peaked at $322K in Q3 2024. 158 funds tracked by Wall St. Rank hold SUSL as of Q4 2024.

  • SWS Partners reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • SWS Partners sold 3,172 iShares ESG MSCI USA Leaders ETF shares in Q4 2024, an estimated $322K.
  • SWS Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and held it in 7 quarters.
  • SWS Partners's iShares ESG MSCI USA Leaders ETF position peaked at $322K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2024.

Based on SWS Partners's 13F filing for Q4 2024, filed 6 Feb 2025.