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CreativeOne Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

CreativeOne Wealth’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 		$321K Sell
2,828
-38
-1% -$4.57K 0.01% 956
2025
Q4 		$347K Sell
2,866
-91
-3% -$10.9K 0.01% 900
2025
Q3 		$346K Sell
2,957
-344
-10% -$38.7K 0.01% 899
2025
Q2 		$358K Sell
3,301
-338
-9% -$33.7K 0.01% 865
2025
Q1 		$349K Buy
3,639
+81
+2% +$8.27K 0.01% 812
2024
Q4 		$367K Sell
3,558
-1,091
-23% -$114K 0.01% 800
2024
Q3 		$472K Buy
4,649
+329
+8% +$32.3K 0.02% 643
2024
Q2 		$421K Sell
4,320
-325
-7% -$30.4K 0.02% 521
2024
Q1 		$436K Sell
4,645
-1,197
-20% -$107K 0.02% 605
2023
Q4 		$493K Sell
5,842
-674
-10% -$53.1K 0.03% 378
2023
Q3 		$491K Buy
+6,516
New +$510K 0.04% 341

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 $59.6B AUM 29.42% 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