Novare Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Novare Capital Management’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	$413K	Sell	3,638 -117	-3%	-$14.1K	0.03%	147
2025 Q4	$455K	Sell	3,755 -130	-3%	-$15.5K	0.03%	146
2025 Q3	$455K	Hold	3,885	–	–	0.03%	142
2025 Q2	$421K	Hold	3,885	–	–	0.03%	143
2025 Q1	$372K	Sell	3,885 -205	-5%	-$20.9K	0.03%	147
2024 Q4	$421K	Sell	4,090 -100	-2%	-$10.4K	0.04%	143
2024 Q3	$425K	Hold	4,190	–	–	0.04%	143
2024 Q2	$408K	Buy	+4,190	New	+$392K	0.04%	138

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

Novare Capital Management's SUSL Position: Q1 2026 in Review

Novare Capital Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3.1% in Q1 2026, selling an estimated $14.1K and leaving 3,638 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #147.

Novare Capital Management first reported a position in SUSL in Q2 2024 and has held it in 8 quarters since. The position peaked at $455K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Novare Capital Management held 3,638 shares of iShares ESG MSCI USA Leaders ETF worth $413K as of Q1 2026.
Novare Capital Management sold 117 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $14.1K.
iShares ESG MSCI USA Leaders ETF made up 0.03% of Novare Capital Management's portfolio in Q1 2026, its #147 holding.
Novare Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 8 quarters since.
Novare Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $455K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.