First Affirmative Financial Network
SUSL icon

First Affirmative Financial Network’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

First Affirmative Financial Network’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 		$312K Buy
+2,289
New +$309K 0.07% 281

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

First Affirmative Financial Network's SUSL Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2026: 2,289 shares worth $312K. The stake represents 0.07% of the portfolio and ranks #281 among its holdings.

61 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • First Affirmative Financial Network held 2,289 shares of iShares ESG MSCI USA Leaders ETF worth $312K as of Q3 2026.
  • iShares ESG MSCI USA Leaders ETF was a new First Affirmative Financial Network position in Q3 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.07% of First Affirmative Financial Network's portfolio in Q3 2026, its #281 holding.
  • 61 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.