Keebeck Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Keebeck Wealth Management’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	$1.66M	Sell	12,167 -2,934	-19%	-$396K	0.16%	128
2026 Q2	$2M	Sell	15,101 -72	-0.5%	-$9.2K	0.2%	119
2026 Q1	$1.72M	Sell	15,173 -88	-0.6%	-$10.6K	0.19%	118
2025 Q4	$1.85M	Hold	15,261	–	–	0.21%	116
2025 Q3	$1.79M	Hold	15,261	–	–	0.21%	117
2025 Q2	$1.65M	Sell	15,261 -157	-1%	-$15.7K	0.22%	111
2025 Q1	$1.48M	Sell	15,418 -4,646	-23%	-$474K	0.22%	107
2024 Q4	$2.07M	Sell	20,064 -128	-0.6%	-$13.3K	0.3%	89
2024 Q3	$2.05M	Sell	20,192 -636	-3%	-$62.4K	0.3%	88
2024 Q2	$2.03M	Buy	20,828 +35	+0.2%	+$3.27K	0.3%	90
2024 Q1	$1.95M	Sell	20,793 -10,231	-33%	-$911K	0.29%	95
2023 Q4	$2.62M	Buy	31,024 +1,639	+6%	+$129K	0.43%	65
2023 Q3	$2.23M	Sell	29,385 -564	-2%	-$44.1K	0.39%	71
2023 Q2	$2.32M	Hold	29,949	–	–	0.32%	76
2023 Q1	$2.13M	Sell	29,949 -8,312	-22%	-$576K	0.34%	73
2022 Q4	$2.54M	Buy	38,261 +10,528	+38%	+$698K	0.45%	57
2022 Q3	$1.71M	Sell	27,733 -13,648	-33%	-$941K	0.33%	69
2022 Q2	$2.75M	Buy	41,381 +37,646	+1,008%	+$2.69M	0.53%	43
2022 Q1	$296K	Buy	+3,735	New	+$292K	0.05%	200

Other funds holding SUSL

Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Keebeck Wealth Management's SUSL Position: Q3 2026 in Review

Keebeck Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 19% in Q3 2026, selling an estimated $396K and leaving 12,167 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #128.

Keebeck Wealth Management first reported a position in SUSL in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.75M in Q2 2022. 146 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

Keebeck Wealth Management held 12,167 shares of iShares ESG MSCI USA Leaders ETF worth $1.66M as of Q3 2026.
Keebeck Wealth Management sold 2,934 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $396K.
iShares ESG MSCI USA Leaders ETF made up 0.16% of Keebeck Wealth Management's portfolio in Q3 2026, its #128 holding.
Keebeck Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 19 quarters since.
Keebeck Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $2.75M in Q2 2022.
146 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.