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SUSL icon

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

Apexium Financial’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
Q3 		$528K Hold
4,509
– – 0.03% 185
2025
Q2 		$489K Buy
4,509
+1,163
+35% +$116K 0.03% 185
2025
Q1 		$321K Buy
3,346
+15
+0.5% +$1.53K 0.02% 216
2024
Q4 		$343K Buy
3,331
+63
+2% +$6.57K 0.02% 196
2024
Q3 		$332K Buy
3,268
+6
+0.2% +$589 0.02% 179
2024
Q2 		$318K Buy
3,262
+490
+18% +$45.8K 0.02% 173
2024
Q1 		$260K Hold
2,772
– – 0.02% 192
2023
Q4 		$234K Buy
+2,772
New +$218K 0.02% 239

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Apexium Financial's SUSL Position: Q3 2025 in Review

Apexium Financial held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2025 at 4,509 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #185.

Apexium Financial first reported a position in SUSL in Q4 2023 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold SUSL as of Q3 2025.

  • Apexium Financial held 4,509 shares of iShares ESG MSCI USA Leaders ETF worth $528K as of Q3 2025.
  • Apexium Financial left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2025.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #185 holding.
  • Apexium Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2023 and has held it in 8 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.