Choreo LLC’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Choreo LLC’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	$234K	Buy	+1,715	New	+$232K	﹤0.01%	1475

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

Choreo LLC's SUSL Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2026: 1,715 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings.

74 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

Choreo LLC held 1,715 shares of iShares ESG MSCI USA Leaders ETF worth $234K as of Q3 2026.
iShares ESG MSCI USA Leaders ETF was a new Choreo LLC position in Q3 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Choreo LLC's portfolio in Q3 2026, its #1475 holding.
74 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.