Focus Partners Advisor Solutions
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Focus Partners Advisor Solutions’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Focus Partners Advisor Solutions’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 		$202K Buy
+1,482
New +$200K ﹤0.01% 1294

Other funds holding SUSL

Fidelity Investments
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ellevest Inc
Ellevest Inc New York $860M AUM 23.52% 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
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Focus Partners Advisor Solutions's SUSL Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2026: 1,482 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings.

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

  • Focus Partners Advisor Solutions held 1,482 shares of iShares ESG MSCI USA Leaders ETF worth $202K as of Q3 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Focus Partners Advisor Solutions position in Q3 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1294 holding.
  • 124 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.