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Keystone Financial Group (Georgia)’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Keystone Financial Group (Georgia)’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 		$120K Hold
1,054
– – 0.06% 68
2025
Q4 		$128K Buy
1,054
+529
+101% +$63.2K 0.07% 72
2025
Q3 		$61.4K Hold
525
– – 0.03% 82
2025
Q2 		$58K Hold
525
– – 0.04% 87
2025
Q1 		$51K Hold
525
– – 0.04% 91
2024
Q4 		$54.1K Buy
+525
New +$54.7K 0.04% 94

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

Keystone Financial Group (Georgia)'s SUSL Position: Q1 2026 in Review

Keystone Financial Group (Georgia) held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 1,054 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #68.

Keystone Financial Group (Georgia) first reported a position in SUSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $128K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Keystone Financial Group (Georgia) held 1,054 shares of iShares ESG MSCI USA Leaders ETF worth $120K as of Q1 2026.
  • Keystone Financial Group (Georgia) left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.06% of Keystone Financial Group (Georgia)'s portfolio in Q1 2026, its #68 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 6 quarters since.
  • Keystone Financial Group (Georgia)'s iShares ESG MSCI USA Leaders ETF position peaked at $128K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.