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

First Pacific Financial’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	$207K	Sell	1,520 -178	-10%	-$24K	0.02%	186
2026 Q2	$225K	Buy	1,698 +4	+0.2%	+$511	0.03%	171
2026 Q1	$192K	Buy	1,694 +4	+0.2%	+$481	0.02%	167
2025 Q4	$205K	Buy	1,690 +5	+0.3%	+$598	0.03%	168
2025 Q3	$197K	Buy	1,685 +5	+0.3%	+$562	0.03%	166
2025 Q2	$182K	Hold	1,680	–	–	0.03%	167
2025 Q1	$161K	Hold	1,680	–	–	0.03%	141
2024 Q4	$173K	Buy	1,680 +1,080	+180%	+$113K	0.04%	141
2024 Q3	$60.9K	Buy	+600	New	+$58.9K	0.01%	187

Other funds holding SUSL

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

W Advisors LLC Germantown, Tennessee $229M AUM 23.51% 1-Year Est. Return

First Pacific Financial's SUSL Position: Q3 2026 in Review

First Pacific Financial reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 10% in Q3 2026, selling an estimated $24K and leaving 1,520 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #186.

First Pacific Financial first reported a position in SUSL in Q3 2024 and has held it in 9 quarters since. The position peaked at $225K in Q2 2026. 109 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

First Pacific Financial held 1,520 shares of iShares ESG MSCI USA Leaders ETF worth $207K as of Q3 2026.
First Pacific Financial sold 178 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $24K.
iShares ESG MSCI USA Leaders ETF made up 0.02% of First Pacific Financial's portfolio in Q3 2026, its #186 holding.
First Pacific Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 9 quarters since.
First Pacific Financial's iShares ESG MSCI USA Leaders ETF position peaked at $225K in Q2 2026.
109 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.