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Root Financial Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-1,318
Closed -$154K – 2523
2025
Q3 		$154K Buy
+1,318
New +$148K 0.01% 330

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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Root Financial Partners's SUSL Position: Q4 2025 in Review

Root Financial Partners sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2025, closing a stake of 1,318 shares — an estimated $154K sold.

Root Financial Partners first reported a position in SUSL in Q3 2025 and held it in 1 quarter. The position peaked at $154K in Q3 2025. 184 funds tracked by Wall St. Rank hold SUSL as of Q4 2025.

  • Root Financial Partners reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 1,318 iShares ESG MSCI USA Leaders ETF shares in Q4 2025, an estimated $154K.
  • Root Financial Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares ESG MSCI USA Leaders ETF position peaked at $154K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.