Foster Group
SUSL icon

Foster Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Foster Group’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 		$403K Sell
2,957
-521
-15% -$70.4K 0.01% 202
2026
Q2 		$462K Sell
3,478
-31
-0.9% -$3.96K 0.01% 190
2026
Q1 		$399K Sell
3,509
-129
-4% -$15.5K 0.01% 183
2025
Q4 		$441K Buy
3,638
+99
+3% +$11.8K 0.01% 167
2025
Q3 		$414K Buy
3,539
+44
+1% +$4.94K 0.01% 163
2025
Q2 		$379K Buy
3,495
+211
+6% +$21K 0.01% 161
2025
Q1 		$315K Buy
3,284
+55
+2% +$5.61K 0.01% 155
2024
Q4 		$333K Buy
3,229
+42
+1% +$4.38K 0.01% 144
2024
Q3 		$323K Buy
3,187
+149
+5% +$14.6K 0.01% 152
2024
Q2 		$296K Buy
3,038
+25
+0.8% +$2.34K 0.01% 163
2024
Q1 		$283K Sell
3,013
-38
-1% -$3.38K 0.01% 162
2023
Q4 		$230K Hold
3,051
– – 0.01% 154
2023
Q3 		$230K Sell
3,051
-5
-0.2% -$391 0.01% 154
2023
Q2 		$237K Buy
+3,056
New +$223K 0.01% 157
2023
Q1 		– Sell
-3,404
Closed -$226K – 164
2022
Q4 		$226K Buy
3,404
+119
+4% +$7.89K 0.02% 136
2022
Q3 		$203K Buy
3,285
+190
+6% +$13.1K 0.02% 128
2022
Q2 		$205K Buy
3,095
+368
+13% +$26.3K 0.01% 135
2022
Q1 		$216K Buy
2,727
+238
+10% +$18.6K 0.02% 134
2021
Q4 		$210K Buy
+2,489
New +$203K 0.02% 135

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
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Foster Group's SUSL Position: Q3 2026 in Review

Foster Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 15% in Q3 2026, selling an estimated $70.4K and leaving 2,957 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #202.

Foster Group first reported a position in SUSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $462K in Q2 2026. 40 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Foster Group held 2,957 shares of iShares ESG MSCI USA Leaders ETF worth $403K as of Q3 2026.
  • Foster Group sold 521 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $70.4K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #202 holding.
  • Foster Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 19 quarters since.
  • Foster Group's iShares ESG MSCI USA Leaders ETF position peaked at $462K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.