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

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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