Janney Montgomery Scott
SUSL icon

Janney Montgomery Scott’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Janney Montgomery Scott’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 		$204K Hold
1,800
– – ﹤0.01% 2623
2025
Q4 		$218K Hold
1,800
– – ﹤0.01% 2763
2025
Q3 		$211K Buy
+1,800
New +$202K ﹤0.01% 2708
2025
Q1 		– Sell
-2,050
Closed -$211K – 2862
2024
Q4 		$211K Hold
2,050
– – ﹤0.01% 2527
2024
Q3 		$208K Buy
+2,050
New +$201K ﹤0.01% 2496

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