FFA
SUSL icon

Farther Finance Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Farther Finance 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
Q3 		$1.27M Buy
9,336
+531
+6% +$71.7K 0.01% 1005
2026
Q2 		$1.17M Buy
8,805
+495
+6% +$63.3K 0.01% 1002
2026
Q1 		$953K Sell
8,310
-398
-5% -$47.8K 0.01% 993
2025
Q4 		$1.06M Sell
8,708
-5,221
-37% -$624K 0.01% 863
2025
Q3 		$1.63M Buy
13,929
+2
+0% +$225 0.02% 530
2025
Q2 		$1.51M Sell
13,927
-1,222
-8% -$122K 0.03% 454
2025
Q1 		$1.46M Sell
15,149
-1,129
-7% -$115K 0.04% 375
2024
Q4 		$1.68M Buy
16,278
+3
+0% +$313 0.06% 250
2024
Q3 		$1.65M Sell
16,275
-270
-2% -$26.5K 0.06% 232
2024
Q2 		$1.61M Buy
16,545
+9,890
+149% +$924K 0.08% 199
2024
Q1 		$625K Sell
6,655
-49
-0.7% -$4.36K 0.04% 342
2023
Q4 		$566K Buy
6,704
+1,343
+25% +$106K 0.04% 324
2023
Q3 		$404K Buy
5,361
+19
+0.4% +$1.49K 0.06% 235
2023
Q2 		$414K Sell
5,342
-337
-6% -$24.6K 0.09% 185
2023
Q1 		$405K Sell
5,679
-487
-8% -$33.7K 0.12% 163
2022
Q4 		$409K Buy
+6,166
New +$409K 0.16% 127

Other funds holding SUSL

BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Farther Finance Advisors's SUSL Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6% in Q3 2026, buying an estimated $71.7K and bringing the position to 9,336 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1005.

Farther Finance Advisors first reported a position in SUSL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q4 2024. 12 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Farther Finance Advisors held 9,336 shares of iShares ESG MSCI USA Leaders ETF worth $1.27M as of Q3 2026.
  • Farther Finance Advisors bought 531 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $71.7K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1005 holding.
  • Farther Finance Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $1.68M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.