TLFA
SUSL icon

True Link Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

True Link Financial Advisors’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
-3,999
Closed -$390K – 72
2024
Q2 		$390K Sell
3,999
-1,927
-33% -$180K 0.04% 43
2024
Q1 		$556K Sell
5,926
-650
-10% -$57.9K 0.05% 39
2023
Q4 		$555K Sell
6,576
-9,729
-60% -$766K 0.06% 38
2023
Q3 		$1.23M Sell
16,305
-7,905
-33% -$619K 0.15% 44
2023
Q2 		$1.87M Sell
24,210
-5,243
-18% -$383K 0.23% 28
2023
Q1 		$2.1M Sell
29,453
-5,866
-17% -$406K 0.26% 27
2022
Q4 		$2.34M Sell
35,319
-9,500
-21% -$630K 0.32% 21
2022
Q3 		$2.77M Sell
44,819
-16,945
-27% -$1.17M 0.4% 21
2022
Q2 		$4.1M Buy
61,764
+235
+0.4% +$16.8K 0.62% 20
2022
Q1 		$4.87M Sell
61,529
-80,886
-57% -$6.32M 0.7% 18
2021
Q4 		$12M Sell
142,415
-18,354
-11% -$1.5M 1.6% 13
2021
Q3 		$12.1M Sell
160,769
-515
-0.3% -$40K 1.67% 13
2021
Q2 		$12.1M Hold
161,284
– – 1.78% 13
2021
Q1 		$11.2M Hold
161,284
– – 1.62% 13
2020
Q4 		$10.5M Buy
+161,284
New +$9.91M 1.64% 15

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

True Link Financial Advisors's SUSL Position: Q3 2024 in Review

True Link Financial Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2024, closing a stake of 3,999 shares — an estimated $390K sold.

True Link Financial Advisors first reported a position in SUSL in Q4 2020 and held it in 15 quarters. The position peaked at $12.1M in Q3 2021. 155 funds tracked by Wall St. Rank hold SUSL as of Q3 2024.

  • True Link Financial Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • True Link Financial Advisors sold 3,999 iShares ESG MSCI USA Leaders ETF shares in Q3 2024, an estimated $390K.
  • True Link Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and held it in 15 quarters.
  • True Link Financial Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $12.1M in Q3 2021.
  • 155 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2024.

Based on True Link Financial Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.