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 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	$9.95K	Hold	98	–	–	﹤0.01%	417
2024 Q2	$9.55K	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

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cherry Tree Wealth Management's SUSL Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 98 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Cherry Tree Wealth Management first reported a position in SUSL in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.9K in Q4 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Cherry Tree Wealth Management held 98 shares of iShares ESG MSCI USA Leaders ETF worth $11.1K as of Q1 2026.
Cherry Tree Wealth Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #413 holding.
Cherry Tree Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $11.9K in Q4 2025.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.