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Compass Ion Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Compass Ion Advisors’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 		$1.1M Buy
9,706
+106
+1% +$12.7K 0.11% 104
2025
Q4 		$1.16M Hold
9,600
– – 0.11% 98
2025
Q3 		$1.12M Hold
9,600
– – 0.11% 102
2025
Q2 		$1.04M Hold
9,600
– – 0.11% 96
2025
Q1 		$920K Hold
9,600
– – 0.11% 104
2024
Q4 		$989K Hold
9,600
– – 0.12% 101
2024
Q3 		$975K Hold
9,600
– – 0.12% 100
2024
Q2 		$901K Hold
9,600
– – 0.13% 94
2024
Q1 		$901K Hold
9,600
– – 0.13% 95
2023
Q4 		$810K Hold
9,600
– – 0.13% 105
2023
Q3 		$724K Buy
+9,600
New +$751K 0.12% 109

Other funds holding SUSL

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