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

Harbour Investments’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 		$30.3K Hold
267
– – ﹤0.01% 2628
2025
Q4 		$32.4K Hold
267
– – ﹤0.01% 2171
2025
Q3 		$31.3K Hold
267
– – ﹤0.01% 2120
2025
Q2 		$28.9K Sell
267
-267
-50% -$26.6K ﹤0.01% 2064
2025
Q1 		$51.2K Hold
534
– – ﹤0.01% 1745
2024
Q4 		$55K Hold
534
– – ﹤0.01% 1657
2024
Q3 		$54.2K Sell
534
-3,289
-86% -$323K ﹤0.01% 1619
2024
Q2 		$372K Sell
3,823
-81
-2% -$7.57K 0.01% 717
2024
Q1 		$366K Sell
3,904
-35
-0.9% -$3.12K 0.01% 704
2023
Q4 		$332K Buy
3,939
+3,405
+638% +$268K 0.01% 680
2023
Q3 		$40.3K Hold
534
– – ﹤0.01% 1448
2023
Q2 		$41.3K Buy
+534
New +$39K ﹤0.01% 1443

Other funds holding SUSL

BOI
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 $45.5B AUM 21.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
EI
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