Ridgeline Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Ridgeline Wealth’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	$355K	Hold	2,557	–	–	0.2%	44
2026 Q2	$339K	Sell	2,557 -1	-0%	-$128	0.2%	43
2026 Q1	$291K	Hold	2,558	–	–	0.21%	37
2025 Q4	$310K	Sell	2,558 -2	-0.1%	-$239	0.22%	39
2025 Q3	$300K	Hold	2,560	–	–	0.22%	39
2025 Q2	$277K	Sell	2,560 -306	-11%	-$30.5K	0.23%	40
2025 Q1	$275K	Sell	2,866 -484	-14%	-$49.4K	0.23%	42
2024 Q4	$345K	Buy	+3,350	New	+$349K	0.28%	42

Other funds holding SUSL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Ridgeline Wealth's SUSL Position: Q3 2026 in Review

Ridgeline Wealth held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2026 at 2,557 shares worth $355K. The position accounts for 0.2% of the portfolio, ranked #44.

Ridgeline Wealth first reported a position in SUSL in Q4 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

Ridgeline Wealth held 2,557 shares of iShares ESG MSCI USA Leaders ETF worth $355K as of Q3 2026.
Ridgeline Wealth left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2026.
iShares ESG MSCI USA Leaders ETF made up 0.2% of Ridgeline Wealth's portfolio in Q3 2026, its #44 holding.
Ridgeline Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 8 quarters since.
54 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.