ACA
SUSL icon

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

Aptus Capital 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
2026
Q1 		$4.58M Sell
40,334
-2,077
-5% -$250K 0.04% 354
2025
Q4 		$5.14M Sell
42,411
-77
-0.2% -$9.2K 0.04% 317
2025
Q3 		$4.97M Buy
42,488
+28
+0.1% +$3.15K 0.05% 319
2025
Q2 		$4.6M Sell
42,460
-60
-0.1% -$5.98K 0.05% 306
2025
Q1 		$4.07M Sell
42,520
-1,006
-2% -$103K 0.05% 307
2024
Q4 		$4.48M Sell
43,526
-270
-0.6% -$28.2K 0.05% 284
2024
Q3 		$4.45M Buy
43,796
+1,420
+3% +$139K 0.07% 221
2024
Q2 		$4.13M Sell
42,376
-138
-0.3% -$12.9K 0.08% 204
2024
Q1 		$3.99M Buy
+42,514
New +$3.79M 0.09% 203
2023
Q2 		– Sell
-33
Closed -$2.35K – 858
2023
Q1 		$2.35K Buy
+33
New +$2.29K ﹤0.01% 753

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return