iShares ESG MSCI USA Leaders ETF (SUSL)

• Market cap: $842M
• 1 day: -0.02%
• 5 days: 3.22%
• 1 month: -0.16%
• 3 months: -9.10%
• 6 months: -6.98%
• Year to date: -6.83%
• 1 year: 6.61%
• 5 years: 88.53%
• 10 years: 97.89%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

1% more funds holding

Funds holding: 155 [Q3] → 156 (+1) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]

3.27% less ownership

Funds ownership: 79.69% [Q3] → 76.42% (-3.27%) [Q4]

16% less capital invested

Capital invested by funds: $898M [Q3] → $757M (-$141M) [Q4]

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61