BOS Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

BOS Asset 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	$391K	Hold	2,872	–	–	0.09%	141
2026 Q2	$381K	Hold	2,872	–	–	0.09%	139
2026 Q1	$326K	Hold	2,872	–	–	0.08%	148
2025 Q4	$348K	Hold	2,872	–	–	0.09%	143
2025 Q3	$336K	Hold	2,872	–	–	0.09%	139
2025 Q2	$311K	Hold	2,872	–	–	0.1%	132
2025 Q1	$275K	Hold	2,872	–	–	0.09%	133
2024 Q4	$296K	Hold	2,872	–	–	0.11%	120
2024 Q3	$292K	Hold	2,872	–	–	0.11%	119
2024 Q2	$280K	Hold	2,872	–	–	0.13%	119
2024 Q1	$270K	Hold	2,872	–	–	0.14%	121
2023 Q4	$242K	Hold	2,872	–	–	0.17%	129
2023 Q3	$217K	Buy	+2,872	New	+$225K	0.16%	132

Other funds holding SUSL

Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

BOS Asset Management's SUSL Position: Q3 2026 in Review

BOS Asset Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2026 at 2,872 shares worth $391K. The position accounts for 0.09% of the portfolio, ranked #141.

BOS Asset Management first reported a position in SUSL in Q3 2023 and has held it in 13 quarters since. 172 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

BOS Asset Management held 2,872 shares of iShares ESG MSCI USA Leaders ETF worth $391K as of Q3 2026.
BOS Asset Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2026.
iShares ESG MSCI USA Leaders ETF made up 0.09% of BOS Asset Management's portfolio in Q3 2026, its #141 holding.
BOS Asset Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 13 quarters since.
172 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.