Osaic Holdings
SUSL icon

Osaic Holdings’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Osaic Holdings’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
Q3 		$3.95M Sell
28,974
-245
-0.8% -$33.1K ﹤0.01% 1723
2026
Q2 		$3.88M Buy
29,219
+760
+3% +$97.1K ﹤0.01% 1741
2026
Q1 		$3.24M Sell
28,459
-1,225
-4% -$147K ﹤0.01% 1682
2025
Q4 		$3.6M Sell
29,684
-1,516
-5% -$181K 0.01% 1629
2025
Q3 		$3.57M Sell
31,200
-243
-0.8% -$27.3K 0.01% 1734
2025
Q2 		$3.41M Sell
31,443
-4,146
-12% -$413K 0.01% 1500
2025
Q1 		$3.41M Buy
35,589
+13,248
+59% +$1.35M 0.01% 1277
2024
Q4 		$2.3M Sell
22,341
-122
-0.5% -$12.7K 0.01% 1552
2024
Q3 		$2.28M Buy
22,463
+732
+3% +$71.8K 0.01% 1596
2024
Q2 		$2.12M Sell
21,731
-976
-4% -$91.2K 0.01% 1578
2024
Q1 		$2.13M Sell
22,707
-2,779
-11% -$247K ﹤0.01% 1650
2023
Q4 		$2.15M Sell
25,486
-18,840
-43% -$1.48M ﹤0.01% 1806
2023
Q3 		$3.34M Buy
44,326
+2,370
+6% +$185K ﹤0.01% 1576
2023
Q2 		$3.24M Sell
41,956
-2,385
-5% -$174K 0.01% 1490
2023
Q1 		$3.16M Sell
44,341
-24,775
-36% -$1.72M 0.01% 1477
2022
Q4 		$4.58M Buy
69,116
+27,698
+67% +$1.84M 0.01% 1162
2022
Q3 		$2.56M Buy
41,418
+10,921
+36% +$753K 0.01% 1450
2022
Q2 		$2.03M Buy
30,497
+4,541
+17% +$325K ﹤0.01% 1659
2022
Q1 		$2.93M Buy
25,956
+2,305
+10% +$180K 0.01% 1615
2021
Q4 		$2M Buy
23,651
+4,638
+24% +$379K ﹤0.01% 1783
2021
Q3 		$1.44M Buy
19,013
+1,065
+6% +$82.8K ﹤0.01% 2019
2021
Q2 		$1.35M Buy
17,948
+708
+4% +$51.6K ﹤0.01% 2074
2021
Q1 		$1.2M Buy
17,240
+4,090
+31% +$275K ﹤0.01% 2067
2020
Q4 		$855K Buy
13,150
+1,280
+11% +$78.7K ﹤0.01% 2177
2020
Q3 		$690K Buy
11,870
+3,008
+34% +$173K ﹤0.01% 2138
2020
Q2 		$480K Buy
8,862
+5,870
+196% +$301K ﹤0.01% 2377
2020
Q1 		$135K Buy
+2,992
New +$159K ﹤0.01% 3230

Other funds holding SUSL

Bank of Italy
Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ellevest Inc
Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Osaic Holdings's SUSL Position: Q3 2026 in Review

Osaic Holdings reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.84% in Q3 2026, selling an estimated $33.1K and leaving 28,974 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Osaic Holdings first reported a position in SUSL in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.58M in Q4 2022. 146 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Osaic Holdings held 28,974 shares of iShares ESG MSCI USA Leaders ETF worth $3.95M as of Q3 2026.
  • Osaic Holdings sold 245 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $33.1K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #1723 holding.
  • Osaic Holdings first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's iShares ESG MSCI USA Leaders ETF position peaked at $4.58M in Q4 2022.
  • 146 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.