Manchester Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Manchester Capital 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
2025 Q4	–	Sell	-3	Closed	-$361	–	1486
2025 Q3	$361	Hold	3	–	–	﹤0.01%	1218
2025 Q2	$333	Hold	3	–	–	﹤0.01%	1135
2025 Q1	$294	Hold	3	–	–	﹤0.01%	1111
2024 Q4	$315	Hold	3	–	–	﹤0.01%	1107
2024 Q3	$310	Hold	3	–	–	﹤0.01%	1115
2024 Q2	$296	Hold	3	–	–	﹤0.01%	1094
2024 Q1	$285	Hold	3	–	–	﹤0.01%	977
2023 Q4	$256	Hold	3	–	–	﹤0.01%	960
2023 Q3	$227	Buy	+3	New	+$235	﹤0.01%	953

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Manchester Capital Management's SUSL Position: Q4 2025 in Review

Manchester Capital Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2025, closing a stake of 3 shares — an estimated $361 sold.

Manchester Capital Management first reported a position in SUSL in Q3 2023 and held it in 9 quarters. The position peaked at $361 in Q3 2025. 185 funds tracked by Wall St. Rank hold SUSL as of Q4 2025.

Manchester Capital Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2025 after selling out during the quarter.
Manchester Capital Management sold 3 iShares ESG MSCI USA Leaders ETF shares in Q4 2025, an estimated $361.
Manchester Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and held it in 9 quarters.
Manchester Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $361 in Q3 2025.
185 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2025.

Based on Manchester Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.