Charter Oak Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Charter Oak Capital 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	$700K	Hold	6,159	–	–	0.05%	102
2025 Q4	$747K	Sell	6,159 -81	-1%	-$9.68K	0.06%	103
2025 Q3	$730K	Hold	6,240	–	–	0.06%	101
2025 Q2	$676K	Hold	6,240	–	–	0.06%	99
2025 Q1	$598K	Hold	6,240	–	–	0.05%	99
2024 Q4	$643K	Hold	6,240	–	–	0.06%	93
2024 Q3	$633K	Hold	6,240	–	–	0.06%	98
2024 Q2	$608K	Hold	6,240	–	–	0.06%	89
2024 Q1	$586K	Hold	6,240	–	–	0.06%	100
2023 Q4	$527K	Sell	6,240 -60	-1%	-$4.73K	0.06%	99
2023 Q3	$475K	Hold	6,300	–	–	0.06%	102
2023 Q2	$488K	Hold	6,300	–	–	0.06%	107
2023 Q1	$449K	Hold	6,300	–	–	0.06%	110
2022 Q4	$418K	Hold	6,300	–	–	0.06%	112
2022 Q3	$389K	Hold	6,300	–	–	0.06%	112
2022 Q2	$418K	Buy	6,300 +800	+15%	+$57.2K	0.06%	123
2022 Q1	$436K	Hold	5,500	–	–	0.05%	124
2021 Q4	$464K	Buy	5,500 +1,000	+22%	+$81.7K	0.05%	122
2021 Q3	$340K	Buy	4,500 +2,500	+125%	+$194K	0.04%	136
2021 Q2	$150K	Buy	+2,000	New	+$146K	0.02%	197

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Charter Oak Capital Management's SUSL Position: Q1 2026 in Review

Charter Oak Capital Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 6,159 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #102.

Charter Oak Capital Management first reported a position in SUSL in Q2 2021 and has held it in 20 quarters since. The position peaked at $747K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Charter Oak Capital Management held 6,159 shares of iShares ESG MSCI USA Leaders ETF worth $700K as of Q1 2026.
Charter Oak Capital Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
iShares ESG MSCI USA Leaders ETF made up 0.05% of Charter Oak Capital Management's portfolio in Q1 2026, its #102 holding.
Charter Oak Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and has held it in 20 quarters since.
Charter Oak Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $747K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.