OSAM
SUSL icon

O'Shaughnessy Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

O'Shaughnessy Asset 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 		$872K Hold
7,679
– – ﹤0.01% 1252
2025
Q4 		$931K Buy
7,679
+436
+6% +$52.1K 0.01% 1183
2025
Q3 		$848K Hold
7,243
– – 0.01% 1204
2025
Q2 		$785K Hold
7,243
– – 0.01% 1156
2025
Q1 		$694K Buy
7,243
+1,885
+35% +$192K 0.01% 1165
2024
Q4 		$552K Buy
5,358
+5,297
+8,684% +$552K ﹤0.01% 1241
2024
Q3 		$6.31K Buy
61
+60
+6,000% +$5.89K ﹤0.01% 2022
2024
Q2 		$97 Hold
1
– – ﹤0.01% 1944
2024
Q1 		$85 Buy
+1
New +$89 ﹤0.01% 1849

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