Mather Group
SUSL icon

Mather Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Mather Group’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 		$2.18M Sell
16,031
-109
-0.7% -$14.7K 0.02% 261
2026
Q2 		$2.14M Sell
16,140
-215
-1% -$27.5K 0.02% 261
2026
Q1 		$1.86M Sell
16,355
-682
-4% -$82K 0.02% 237
2025
Q4 		$2.07M Hold
17,037
– – 0.02% 200
2025
Q3 		$1.99M Sell
17,037
-215
-1% -$24.2K 0.02% 198
2025
Q2 		$1.87M Buy
17,252
+837
+5% +$83.4K 0.02% 198
2025
Q1 		$1.57M Sell
16,415
-846
-5% -$86.3K 0.02% 199
2024
Q4 		$1.78M Hold
17,261
– – 0.02% 172
2024
Q3 		$1.75M Sell
17,261
-318
-2% -$31.2K 0.02% 178
2024
Q2 		$1.65M Sell
17,579
-90
-0.5% -$8.41K 0.02% 208
2024
Q1 		$1.49M Hold
17,669
– – 0.02% 175
2023
Q4 		$1.49M Sell
17,669
-46
-0.3% -$3.62K 0.02% 180
2023
Q3 		$1.34M Buy
17,715
+9,187
+108% +$719K 0.02% 180
2023
Q2 		$660K Buy
8,528
+165
+2% +$12K 0.01% 298
2023
Q1 		$596K Hold
8,363
– – 0.01% 298
2022
Q4 		$555K Buy
8,363
+2,555
+44% +$169K 0.01% 301
2022
Q3 		$359K Buy
5,808
+1,707
+42% +$118K 0.01% 333
2022
Q2 		$272K Buy
+4,101
New +$293K 0.01% 322

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's SUSL Position: Q3 2026 in Review

Mather Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.68% in Q3 2026, selling an estimated $14.7K and leaving 16,031 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #261.

Mather Group first reported a position in SUSL in Q2 2022 and has held it in 18 quarters since. 40 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Mather Group held 16,031 shares of iShares ESG MSCI USA Leaders ETF worth $2.18M as of Q3 2026.
  • Mather Group sold 109 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $14.7K.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #261 holding.
  • Mather Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 18 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.