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Bigelow Investment Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bigelow Investment 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
Q3 		$410K Buy
3,009
+195
+7% +$26.3K 0.15% 124
2026
Q2 		$374K Buy
2,814
+4
+0.1% +$511 0.14% 129
2026
Q1 		$319K Buy
+2,810
New +$338K 0.13% 126

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Bigelow Investment Advisors's SUSL Position: Q3 2026 in Review

Bigelow Investment Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6.9% in Q3 2026, buying an estimated $26.3K and bringing the position to 3,009 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #124.

Bigelow Investment Advisors first reported a position in SUSL in Q1 2026 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Bigelow Investment Advisors held 3,009 shares of iShares ESG MSCI USA Leaders ETF worth $410K as of Q3 2026.
  • Bigelow Investment Advisors bought 195 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $26.3K.
  • iShares ESG MSCI USA Leaders ETF made up 0.15% of Bigelow Investment Advisors's portfolio in Q3 2026, its #124 holding.
  • Bigelow Investment Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2026 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Bigelow Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.