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

TownSquare Capital’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	-8,562	Closed	-$882K	–	1768
2024 Q4	$882K	Hold	8,562	–	–	0.01%	810
2024 Q3	$869K	Hold	8,562	–	–	0.01%	758
2024 Q2	$834K	Hold	8,562	–	–	0.01%	718
2024 Q1	$804K	Sell	8,562 -3,137	-27%	-$279K	0.01%	716
2023 Q4	$987K	Hold	11,699	–	–	0.02%	604
2023 Q3	$882K	Buy	11,699 +9,025	+338%	+$706K	0.02%	591
2023 Q2	$207K	Buy	+2,674	New	+$195K	﹤0.01%	995

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

TownSquare Capital's SUSL Position: Q1 2025 in Review

TownSquare Capital sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2025, closing a stake of 8,562 shares — an estimated $882K sold.

TownSquare Capital first reported a position in SUSL in Q2 2023 and held it in 7 quarters. The position peaked at $987K in Q4 2023. 157 funds tracked by Wall St. Rank hold SUSL as of Q1 2025.

TownSquare Capital reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2025 after selling out during the quarter.
TownSquare Capital sold 8,562 iShares ESG MSCI USA Leaders ETF shares in Q1 2025, an estimated $882K.
TownSquare Capital first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and held it in 7 quarters.
TownSquare Capital's iShares ESG MSCI USA Leaders ETF position peaked at $987K in Q4 2023.
157 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2025.

Based on TownSquare Capital's 13F filing for Q1 2025, filed 12 May 2025.