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SUSL icon

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

TCWP’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
-7,528
Closed -$733K – 53
2024
Q2 		$733K Hold
7,528
– – 1.8% 17
2024
Q1 		$707K Hold
7,528
– – 1.88% 15
2023
Q4 		$635K Buy
7,528
+248
+3% +$19.5K 1.8% 17
2023
Q3 		$549K Sell
7,280
-30,802
-81% -$2.41M 0.42% 60
2023
Q2 		$2.95M Sell
38,082
-7,901
-17% -$577K 0.63% 47
2023
Q1 		$3.28M Sell
45,983
-12,730
-22% -$882K 0.62% 49
2022
Q4 		$3.9M Buy
58,713
+13,875
+31% +$920K 0.79% 37
2022
Q3 		$2.77M Buy
44,838
+7,558
+20% +$521K 0.59% 54
2022
Q2 		$2.48M Sell
37,280
-7,464
-17% -$534K 0.53% 54
2022
Q1 		$3.54M Buy
+44,744
New +$3.5M 0.64% 38

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

TCWP's SUSL Position: Q3 2024 in Review

TCWP sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2024, closing a stake of 7,528 shares — an estimated $733K sold.

TCWP first reported a position in SUSL in Q1 2022 and held it in 10 quarters. The position peaked at $3.9M in Q4 2022. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

  • TCWP reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 7,528 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $733K.
  • TCWP first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 10 quarters.
  • TCWP's iShares ESG MSCI USA Leaders ETF position peaked at $3.9M in Q4 2022.
  • 155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.