FCM
SUSL icon

Firestone Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Firestone Capital Management’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 		$263K Buy
2,314
+6
+0.3% +$721 0.05% 142
2025
Q4 		$280K Sell
2,308
-511
-18% -$61.1K 0.06% 139
2025
Q3 		$330K Buy
2,819
+4
+0.1% +$449 0.07% 123
2025
Q2 		$305K Buy
2,815
+4
+0.1% +$399 0.07% 127
2025
Q1 		$269K Sell
2,811
-112
-4% -$11.4K 0.07% 120
2024
Q4 		$301K Buy
2,923
+5
+0.2% +$521 0.07% 120
2024
Q3 		$296K Sell
2,918
-62
-2% -$6.09K 0.07% 120
2024
Q2 		$290K Buy
2,980
+56
+2% +$5.23K 0.08% 113
2024
Q1 		$274K Sell
2,924
-203
-6% -$18.1K 0.08% 119
2023
Q4 		$264K Buy
3,127
+21
+0.7% +$1.65K 0.08% 106
2023
Q3 		$234K Buy
3,106
+312
+11% +$24.4K 0.08% 111
2023
Q2 		$221K Buy
+2,794
New +$204K 0.07% 120
2022
Q2 		– Sell
-3,815
Closed -$302K – 122
2022
Q1 		$302K Buy
3,815
+106
+3% +$8.28K 0.1% 91
2021
Q4 		$313K Buy
3,709
+914
+33% +$74.7K 0.1% 95
2021
Q3 		$210K Hold
2,795
– – 0.07% 112
2021
Q2 		$210K Buy
2,795
+436
+18% +$31.8K 0.08% 109
2021
Q1 		$163K Hold
2,359
– – 0.06% 127
2020
Q4 		$153K Buy
2,359
+55
+2% +$3.38K 0.06% 123
2020
Q3 		$134K Hold
2,304
– – 0.06% 115
2020
Q2 		$125K Buy
2,304
+434
+23% +$22.2K 0.06% 117
2020
Q1 		$84K Buy
1,870
+1,360
+267% +$72.4K 0.04% 138
2019
Q4 		$28K Buy
+510
New +$27.2K 0.01% 268

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

Firestone Capital Management's SUSL Position: Q1 2026 in Review

Firestone Capital Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.26% in Q1 2026, buying an estimated $721 and bringing the position to 2,314 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #142.

Firestone Capital Management first reported a position in SUSL in Q4 2019 and has held it in 22 quarters since. The position peaked at $330K in Q3 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Firestone Capital Management held 2,314 shares of iShares ESG MSCI USA Leaders ETF worth $263K as of Q1 2026.
  • Firestone Capital Management bought 6 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $721.
  • iShares ESG MSCI USA Leaders ETF made up 0.05% of Firestone Capital Management's portfolio in Q1 2026, its #142 holding.
  • Firestone Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2019 and has held it in 22 quarters since.
  • Firestone Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $330K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.