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

Financial Freedom 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
Q1 		$2.39K Hold
21
– – ﹤0.01% 388
2025
Q4 		$2.55K Hold
21
– – ﹤0.01% 310
2025
Q3 		$2.46K Buy
+21
New +$2.36K ﹤0.01% 331

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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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

Financial Freedom LLC's SUSL Position: Q1 2026 in Review

Financial Freedom LLC held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 21 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Financial Freedom LLC first reported a position in SUSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.55K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Financial Freedom LLC held 21 shares of iShares ESG MSCI USA Leaders ETF worth $2.39K as of Q1 2026.
  • Financial Freedom LLC left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #388 holding.
  • Financial Freedom LLC first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Freedom LLC's iShares ESG MSCI USA Leaders ETF position peaked at $2.55K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.