Kestra Advisory Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Kestra Advisory Services’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	$578K	Buy	4,243 +1,343	+46%	+$181K	﹤0.01%	2373
2026 Q2	$385K	Buy	2,900 +814	+39%	+$104K	﹤0.01%	2547
2026 Q1	$237K	Buy	2,086 +1,425	+216%	+$171K	﹤0.01%	2826
2025 Q4	$80.2K	Buy	+661	New	+$79K	﹤0.01%	3598

Other funds holding SUSL

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

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

Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

W Advisors LLC Germantown, Tennessee $229M AUM 23.51% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Kestra Advisory Services's SUSL Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 46% in Q3 2026, buying an estimated $181K and bringing the position to 4,243 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Kestra Advisory Services first reported a position in SUSL in Q4 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

Kestra Advisory Services held 4,243 shares of iShares ESG MSCI USA Leaders ETF worth $578K as of Q3 2026.
Kestra Advisory Services bought 1,343 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $181K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2373 holding.
Kestra Advisory Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.