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

Nalls Sherbakoff 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	–	Sell	-142	Closed	-$17.2K	–	439
2025 Q4	$17.2K	Hold	142	–	–	0.01%	292
2025 Q3	$16.6K	Buy	142 +1	+0.7%	+$112	0.01%	291
2025 Q2	$15.3K	Hold	141	–	–	0.01%	298
2025 Q1	$13.5K	Buy	+141	New	+$14.4K	0.01%	279
2023 Q4	$11.7K	Buy	139 +17	+14%	+$1.34K	0.01%	264
2023 Q3	$9.19K	Buy	122 +1	+0.8%	+$78	0.01%	267
2023 Q2	$8.84K	Hold	121	–	–	0.01%	272
2023 Q1	$8.54K	Buy	+121	New	+$8.38K	0.01%	280

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Nalls Sherbakoff Group's SUSL Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2026, closing a stake of 142 shares — an estimated $17.2K sold.

Nalls Sherbakoff Group first reported a position in SUSL in Q1 2023 and held it in 8 quarters. The position peaked at $17.2K in Q4 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Nalls Sherbakoff Group reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2026 after selling out during the quarter.
Nalls Sherbakoff Group sold 142 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $17.2K.
Nalls Sherbakoff Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and held it in 8 quarters.
Nalls Sherbakoff Group's iShares ESG MSCI USA Leaders ETF position peaked at $17.2K in Q4 2025.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.