NSG
SUSL icon

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
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
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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Nalls Sherbakoff Group's SUSL Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q4 2025 at 142 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #292.

Nalls Sherbakoff Group first reported a position in SUSL in Q1 2023 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold SUSL as of Q4 2025.

  • Nalls Sherbakoff Group held 142 shares of iShares ESG MSCI USA Leaders ETF worth $17.2K as of Q4 2025.
  • Nalls Sherbakoff Group left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q4 2025.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #292 holding.
  • Nalls Sherbakoff Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.