KV
SUSL icon

Kickstand Ventures’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Kickstand Ventures’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 		$1.99M Sell
17,483
-684
-4% -$82.2K 0.42% 48
2025
Q4 		$2.2M Hold
18,167
– – 0.46% 40
2025
Q3 		$2.13M Sell
18,167
-1,205
-6% -$135K 0.47% 41
2025
Q2 		$2.1M Sell
19,372
-1,532
-7% -$153K 0.49% 39
2025
Q1 		$2M Buy
20,904
+1,790
+9% +$183K 0.52% 41
2024
Q4 		$1.97M Sell
19,114
-1
-0% -$104 0.5% 40
2024
Q3 		$1.94M Buy
19,115
+65
+0.3% +$6.38K 0.5% 41
2024
Q2 		$1.86M Sell
19,050
-109
-0.6% -$10.2K 0.51% 37
2024
Q1 		$1.8M Sell
19,159
-2,749
-13% -$245K 0.51% 41
2023
Q4 		$1.85M Sell
21,908
-3,590
-14% -$283K 0.53% 41
2023
Q3 		$1.92M Buy
+25,498
New +$2M 0.6% 43

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 $1.47T 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