Lodestar Private Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Lodestar Private Asset 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	$253K	Buy	2,229 +6	+0.3%	+$721	0.03%	208
2025 Q4	$270K	Sell	2,223 -74	-3%	-$8.84K	0.03%	199
2025 Q3	$269K	Sell	2,297 -28	-1%	-$3.15K	0.03%	197
2025 Q2	$252K	Buy	2,325 +6	+0.3%	+$598	0.03%	202
2025 Q1	$222K	Buy	2,319 +6	+0.3%	+$612	0.03%	209
2024 Q4	$238K	Buy	2,313 +8	+0.3%	+$834	0.03%	200
2024 Q3	$234K	Buy	2,305 +7	+0.3%	+$687	0.03%	204
2024 Q2	$224K	Buy	2,298 +5	+0.2%	+$467	0.03%	198
2024 Q1	$215K	Sell	2,293 -162	-7%	-$14.4K	0.03%	203
2023 Q4	$207K	Buy	+2,455	New	+$193K	0.03%	199

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Lodestar Private Asset Management's SUSL Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.27% in Q1 2026, buying an estimated $721 and bringing the position to 2,229 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #208.

Lodestar Private Asset Management first reported a position in SUSL in Q4 2023 and has held it in 10 quarters since. The position peaked at $270K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Lodestar Private Asset Management held 2,229 shares of iShares ESG MSCI USA Leaders ETF worth $253K as of Q1 2026.
Lodestar Private Asset Management bought 6 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $721.
iShares ESG MSCI USA Leaders ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #208 holding.
Lodestar Private Asset Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2023 and has held it in 10 quarters since.
Lodestar Private Asset Management's iShares ESG MSCI USA Leaders ETF position peaked at $270K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.