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CAG
Csenge Advisory Group’s
iShares ESG MSCI USA Leaders ETF
SUSL
Stock Holding History
Csenge Advisory Group’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
$885K
Sell
7,793
-207
-3%
-$24.9K
0.04%
321
2025
Q4
$970K
Buy
8,000
+6
+0.1%
+$717
0.04%
311
2025
Q3
$936K
Sell
7,994
-28
-0.3%
-$3.15K
0.04%
301
2025
Q2
$831K
Sell
8,022
-876
-10%
-$87.3K
0.04%
306
2025
Q1
$810K
Sell
8,898
-721
-7%
-$73.6K
0.05%
290
2024
Q4
$991K
Sell
9,619
-544
-5%
-$56.7K
0.05%
269
2024
Q3
$1.04M
Sell
10,163
-755
-7%
-$74.1K
0.05%
262
2024
Q2
$1.06M
Sell
10,918
-62
-0.6%
-$5.79K
0.06%
235
2024
Q1
$1.03M
Sell
10,980
-159
-1%
-$14.2K
0.06%
257
2023
Q4
$940K
Sell
11,139
-3,917
-26%
-$309K
0.06%
246
2023
Q3
$1.14M
Sell
15,056
-3,365
-18%
-$263K
0.08%
197
2023
Q2
$1.43M
Sell
18,421
-1,256
-6%
-$91.7K
0.1%
168
2023
Q1
$1.4M
Sell
19,677
-1,332
-6%
-$92.3K
0.1%
161
2022
Q4
$1.39M
Sell
21,009
-5,416
-20%
-$359K
0.11%
162
2022
Q3
$1.63M
Buy
26,425
+15,786
+148%
+$1.09M
0.14%
142
2022
Q2
$706K
Sell
10,639
-1,372
-11%
-$98.2K
0.06%
279
2022
Q1
$951K
Buy
12,011
+4,950
+70%
+$387K
0.08%
227
2021
Q4
$533K
Sell
7,061
-3,281
-32%
-$268K
0.05%
328
2021
Q3
$790K
Buy
10,342
+3,281
+46%
+$255K
0.07%
269
2021
Q2
$533K
Buy
7,061
+3,315
+88%
+$242K
0.05%
329
2021
Q1
$269K
Buy
+3,746
New
+$252K
0.03%
413
Other funds holding SUSL
BOI
Bank of Italy
Rome, Italy
$2.21B AUM
9.01%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
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
Englewood, New Jersey
$25.1B AUM
22.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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