Cherry Tree Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cherry Tree Wealth 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	$11.9K	Hold	87	–	–	﹤0.01%	418
2026 Q2	$11.6K	Sell	87 -11	-11%	-$1.41K	﹤0.01%	427
2026 Q1	$11.1K	Hold	98	–	–	﹤0.01%	413
2025 Q4	$11.9K	Hold	98	–	–	﹤0.01%	407
2025 Q3	$11.5K	Hold	98	–	–	﹤0.01%	391
2025 Q2	$10.6K	Hold	98	–	–	﹤0.01%	404
2025 Q1	$9.39K	Hold	98	–	–	﹤0.01%	434
2024 Q4	$10.1K	Hold	98	–	–	﹤0.01%	414
2024 Q3	$9.9K	Hold	98	–	–	﹤0.01%	417
2024 Q2	$9.5K	Hold	98	–	–	﹤0.01%	401
2024 Q1	$9.2K	Hold	98	–	–	﹤0.01%	386
2023 Q4	$8.27K	Hold	98	–	–	﹤0.01%	379
2023 Q3	$7.39K	Hold	98	–	–	﹤0.01%	365
2023 Q2	$7.59K	Buy	+98	New	+$7.16K	﹤0.01%	366

Other funds holding SUSL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Cherry Tree Wealth Management's SUSL Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2026 at 87 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Cherry Tree Wealth Management first reported a position in SUSL in Q2 2023 and has held it in 14 quarters since. The position peaked at $11.9K in Q4 2025. 73 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

Cherry Tree Wealth Management held 87 shares of iShares ESG MSCI USA Leaders ETF worth $11.9K as of Q3 2026.
Cherry Tree Wealth Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #418 holding.
Cherry Tree Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $11.9K in Q4 2025.
73 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.