Cerity Partners
SUSL icon

Cerity Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cerity Partners’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 		$323K Hold
2,845
– – ﹤0.01% 2562
2025
Q4 		$345K Hold
2,845
– – ﹤0.01% 2321
2025
Q3 		$333K Hold
2,845
– – ﹤0.01% 2211
2025
Q2 		$308K Sell
2,845
-1,129
-28% -$113K ﹤0.01% 2143
2025
Q1 		$381K Hold
3,974
– – ﹤0.01% 1904
2024
Q4 		$409K Buy
3,974
+1,129
+40% +$118K ﹤0.01% 1883
2024
Q3 		$289K Sell
2,845
-65
-2% -$6.38K ﹤0.01% 2089
2024
Q2 		$284K Hold
2,910
– – ﹤0.01% 1855
2024
Q1 		$273K Hold
2,910
– – ﹤0.01% 1916
2023
Q4 		$246K Buy
+2,910
New +$229K ﹤0.01% 1622

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