Merit Financial Group
SUSL icon

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

Merit Financial 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 		$610K Sell
4,477
-77
-2% -$10.4K ﹤0.01% 1453
2026
Q2 		$605K Sell
4,554
-678
-13% -$86.7K ﹤0.01% 1386
2026
Q1 		$594K Buy
5,232
+967
+23% +$116K ﹤0.01% 1269
2025
Q4 		$517K Buy
+4,265
New +$510K ﹤0.01% 1293

Other funds holding SUSL

Bank of Italy
Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ellevest Inc
Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Merit Financial Group's SUSL Position: Q3 2026 in Review

Merit Financial Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.7% in Q3 2026, selling an estimated $10.4K and leaving 4,477 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Merit Financial Group first reported a position in SUSL in Q4 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Merit Financial Group held 4,477 shares of iShares ESG MSCI USA Leaders ETF worth $610K as of Q3 2026.
  • Merit Financial Group sold 77 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $10.4K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1453 holding.
  • Merit Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.