Cetera Investment Advisers
SUSL icon

Cetera Investment Advisers’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cetera Investment Advisers’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 		$1.88M Buy
16,582
+365
+2% +$43.9K ﹤0.01% 2329
2025
Q4 		$1.97M Sell
16,217
-204
-1% -$24.4K ﹤0.01% 2223
2025
Q3 		$1.92M Buy
16,421
+9,555
+139% +$1.07M ﹤0.01% 2198
2025
Q2 		$744K Buy
6,866
+2,358
+52% +$235K ﹤0.01% 2648
2025
Q1 		$432K Sell
4,508
-781
-15% -$79.7K ﹤0.01% 2962
2024
Q4 		$545K Buy
5,289
+147
+3% +$15.3K ﹤0.01% 2616
2024
Q3 		$522K Buy
5,142
+358
+7% +$35.1K ﹤0.01% 2615
2024
Q2 		$466K Sell
4,784
-459
-9% -$42.9K ﹤0.01% 2649
2024
Q1 		$492K Buy
+5,243
New +$467K ﹤0.01% 2617
2023
Q1 		– Sell
-3,611
Closed -$239K – 2242
2022
Q4 		$239K Buy
+3,611
New +$239K ﹤0.01% 1798

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