Milestone Asset Management Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Milestone Asset Management 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 Q1	$239K	Sell	2,101 -148	-7%	-$17.8K	0.14%	115
2025 Q4	$273K	Buy	2,249 +1	+0%	+$120	0.15%	102
2025 Q3	$263K	Buy	2,248 +1	+0%	+$112	0.17%	98
2025 Q2	$243K	Buy	2,247 +1	+0%	+$100	0.18%	89
2025 Q1	$215K	Buy	2,246 +2	+0.1%	+$204	0.19%	86
2024 Q4	$231K	Buy	+2,244	New	+$234K	0.21%	87

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

Milestone Asset Management Group's SUSL Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6.6% in Q1 2026, selling an estimated $17.8K and leaving 2,101 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #115.

Milestone Asset Management Group first reported a position in SUSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Milestone Asset Management Group held 2,101 shares of iShares ESG MSCI USA Leaders ETF worth $239K as of Q1 2026.
Milestone Asset Management Group sold 148 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $17.8K.
iShares ESG MSCI USA Leaders ETF made up 0.14% of Milestone Asset Management Group's portfolio in Q1 2026, its #115 holding.
Milestone Asset Management Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's iShares ESG MSCI USA Leaders ETF position peaked at $273K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.