AWM
SUSL icon

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

Aries 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
Q1 		$687K Buy
6,051
+75
+1% +$9.01K 0.15% 118
2025
Q4 		$725K Hold
5,976
– – 0.16% 118
2025
Q3 		$699K Hold
5,976
– – 0.17% 115
2025
Q2 		$648K Hold
5,976
– – 0.17% 117
2025
Q1 		$573K Hold
5,976
– – 0.16% 123
2024
Q4 		$616K Hold
5,976
– – 0.17% 124
2024
Q3 		$607K Hold
5,976
– – 0.17% 121
2024
Q2 		$582K Hold
5,976
– – 0.18% 110
2024
Q1 		$561K Buy
+5,976
New +$532K 0.18% 118
2022
Q2 		– Sell
-4,428
Closed -$351K – 232
2022
Q1 		$351K Buy
+4,428
New +$346K 0.15% 60

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