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

GenTrust’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	$354K	Hold	3,112	–	–	0.02%	182
2025 Q4	$377K	Sell	3,112 -2,563	-45%	-$306K	0.02%	195
2025 Q3	$664K	Hold	5,675	–	–	0.03%	124
2025 Q2	$615K	Hold	5,675	–	–	0.03%	115
2025 Q1	$544K	Hold	5,675	–	–	0.03%	122
2024 Q4	$585K	Hold	5,675	–	–	0.03%	130
2024 Q3	$576K	Hold	5,675	–	–	0.03%	128
2024 Q2	$553K	Hold	5,675	–	–	0.03%	119
2024 Q1	$533K	Hold	5,675	–	–	0.03%	96
2023 Q4	$479K	Hold	5,675	–	–	0.03%	98
2023 Q3	$430K	Hold	5,675	–	–	0.03%	105
2023 Q2	$439K	Hold	5,675	–	–	0.03%	108
2023 Q1	$404K	Hold	5,675	–	–	0.03%	114
2022 Q4	$376K	Buy	+5,675	New	+$376K	0.03%	103

Other funds holding SUSL

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 $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $59.6B AUM 29.42% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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