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SUSL icon

NewEdge Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

NewEdge Advisors’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
-990
Closed -$120K – 4381
2025
Q4 		$120K Hold
990
– – ﹤0.01% 2715
2025
Q3 		$116K Hold
990
– – ﹤0.01% 2554
2025
Q2 		$107K Hold
990
– – ﹤0.01% 2396
2025
Q1 		$94.9K Hold
990
– – ﹤0.01% 2309
2024
Q4 		$102K Hold
990
– – ﹤0.01% 2274
2024
Q3 		$101K Hold
990
– – ﹤0.01% 2192
2024
Q2 		$96.5K Hold
990
– – ﹤0.01% 2130
2024
Q1 		$92.9K Hold
990
– – ﹤0.01% 2085
2023
Q4 		$83.5K Hold
990
– – ﹤0.01% 2017
2023
Q3 		$74.7K Buy
+990
New +$77.5K ﹤0.01% 1946

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