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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
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

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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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

Keebeck Wealth Management's SUSL Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.58% in Q1 2026, selling an estimated $10.6K and leaving 15,173 shares worth $1.72M. The position accounts for 0.19% of the portfolio, ranked #118.

Keebeck Wealth Management first reported a position in SUSL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.75M in Q2 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Keebeck Wealth Management held 15,173 shares of iShares ESG MSCI USA Leaders ETF worth $1.72M as of Q1 2026.
  • Keebeck Wealth Management sold 88 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $10.6K.
  • iShares ESG MSCI USA Leaders ETF made up 0.19% of Keebeck Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Keebeck Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 17 quarters since.
  • Keebeck Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $2.75M in Q2 2022.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.