Abound Wealth Management
SUSL icon

Abound Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Abound Wealth Management’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
2026
Q3 		$3.41K Hold
25
– – ﹤0.01% 762
2026
Q2 		$3.32K Hold
25
– – ﹤0.01% 670
2026
Q1 		$2.84K Hold
25
– – ﹤0.01% 843
2025
Q4 		$3.03K Hold
25
– – ﹤0.01% 782
2025
Q3 		$2.93K Buy
+25
New +$2.81K ﹤0.01% 750
2024
Q4 		– Sell
-3
Closed -$306 – 1337
2024
Q3 		$306 Buy
+3
New +$294 ﹤0.01% 980

Other funds holding SUSL

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CLA (CliftonLarsonAllen) Wealth Advisors
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Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Abound Wealth Management's SUSL Position: Q3 2026 in Review

Abound Wealth Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2026 at 25 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Abound Wealth Management first reported a position in SUSL in Q3 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Abound Wealth Management held 25 shares of iShares ESG MSCI USA Leaders ETF worth $3.41K as of Q3 2026.
  • Abound Wealth Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #762 holding.
  • Abound Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.