Jones Financial Companies
SUSL icon

Jones Financial Companies’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Jones Financial Companies’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 		$751K Buy
6,793
+2,910
+75% +$350K ﹤0.01% 1841
2025
Q4 		$471K Buy
3,883
+540
+16% +$64.5K ﹤0.01% 1543
2025
Q3 		$387K Buy
3,343
+492
+17% +$55.3K ﹤0.01% 1499
2025
Q2 		$308K Buy
2,851
+629
+28% +$62.7K ﹤0.01% 1480
2025
Q1 		$212K Buy
2,222
+1,129
+103% +$115K ﹤0.01% 1474
2024
Q4 		$113K Buy
1,093
+867
+384% +$90.4K ﹤0.01% 1586
2024
Q3 		$22.9K Buy
226
+100
+79% +$9.81K ﹤0.01% 1913
2024
Q2 		$12.3K Buy
+126
New +$11.8K ﹤0.01% 1695

Other funds holding SUSL

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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
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