MOS
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MGO One Seven’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

MGO One Seven’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 		$1.44M Buy
12,635
+3,299
+35% +$396K 0.03% 554
2025
Q4 		$1.13M Sell
9,336
-247
-3% -$29.5K 0.02% 596
2025
Q3 		$1.12M Sell
9,583
-5
-0.1% -$562 0.03% 552
2025
Q2 		$1.04M Sell
9,588
-1,563
-14% -$156K 0.03% 503
2025
Q1 		$1.07M Buy
11,151
+2,842
+34% +$290K 0.04% 427
2024
Q4 		$856K Buy
8,309
+283
+4% +$29.5K 0.03% 475
2024
Q3 		$815K Hold
8,026
– – 0.04% 454
2024
Q2 		$782K Hold
8,026
– – 0.04% 433
2024
Q1 		$753K Buy
8,026
+44
+0.6% +$3.92K 0.04% 416
2023
Q4 		$674K Buy
+7,982
New +$629K 0.04% 433
2023
Q2 		– Sell
-46,043
Closed -$3.28M – 898
2023
Q1 		$3.28M Buy
+46,043
New +$3.19M 0.21% 126

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 $45.5B AUM 21.01% 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