Robertson Stephens Wealth Management
SUSL icon

Robertson Stephens Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Robertson Stephens Wealth 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
Q3 		$10.4M Sell
76,067
-1,676
-2% -$226K 0.25% 69
2026
Q2 		$10.3M Sell
77,743
-2,332
-3% -$298K 0.25% 72
2026
Q1 		$9.1M Buy
80,075
+7,443
+10% +$895K 0.25% 75
2025
Q4 		$8.81M Buy
72,632
+8,474
+13% +$1.01M 0.23% 84
2025
Q3 		$7.51M Buy
64,158
+495
+0.8% +$55.6K 0.23% 82
2025
Q2 		$6.9M Sell
63,663
-1,444
-2% -$144K 0.22% 85
2025
Q1 		$6.24M Buy
65,107
+5,055
+8% +$516K 0.21% 89
2024
Q4 		$6.19M Buy
60,052
+22,279
+59% +$2.32M 0.22% 91
2024
Q3 		$3.83M Buy
37,773
+1,086
+3% +$107K 0.14% 135
2024
Q2 		$3.57M Buy
36,687
+394
+1% +$36.8K 0.18% 105
2024
Q1 		$3.41M Buy
36,293
+756
+2% +$67.3K 0.18% 102
2023
Q4 		$3M Buy
35,537
+3,019
+9% +$238K 0.18% 104
2023
Q3 		$2.46M Buy
32,518
+5,435
+20% +$425K 0.17% 124
2023
Q2 		$2.1M Buy
27,083
+20,215
+294% +$1.48M 0.15% 126
2023
Q1 		$489K Sell
6,868
-5,797
-46% -$402K 0.04% 289
2022
Q4 		$840K Sell
12,665
-2,013
-14% -$133K 0.08% 199
2022
Q3 		$906K Sell
14,678
-32,127
-69% -$2.22M 0.09% 163
2022
Q2 		$3.11M Buy
46,805
+36,709
+364% +$2.63M 0.29% 73
2022
Q1 		$799K Buy
10,096
+2,242
+29% +$175K 0.07% 209
2021
Q4 		$662K Hold
7,854
– – 0.06% 231
2021
Q3 		$592K Hold
7,854
– – 0.07% 185
2021
Q2 		$589K Hold
7,854
– – 0.07% 195
2021
Q1 		$544K Buy
7,854
+497
+7% +$33.4K 0.09% 171
2020
Q4 		$477K Sell
7,357
-5,478
-43% -$337K 0.1% 144
2020
Q3 		$746K Hold
12,835
– – 0.18% 103
2020
Q2 		$694K Sell
12,835
-233
-2% -$11.9K 0.2% 89
2020
Q1 		$589K Buy
+13,068
New +$695K 0.2% 92

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 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's SUSL Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.2% in Q3 2026, selling an estimated $226K and leaving 76,067 shares worth $10.4M. The position accounts for 0.25% of the portfolio, ranked #69.

Robertson Stephens Wealth Management first reported a position in SUSL in Q1 2020 and has held it in 27 quarters since. 172 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Robertson Stephens Wealth Management held 76,067 shares of iShares ESG MSCI USA Leaders ETF worth $10.4M as of Q3 2026.
  • Robertson Stephens Wealth Management sold 1,676 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $226K.
  • iShares ESG MSCI USA Leaders ETF made up 0.25% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and has held it in 27 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.