Rossby Financial
SUSL icon

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

Rossby Financial’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 		$7.85K Buy
58
+1
+2% +$135 ﹤0.01% 1597
2026
Q2 		$7.63K Hold
57
– – ﹤0.01% 1260
2026
Q1 		$6.57K Hold
57
– – ﹤0.01% 1402
2025
Q4 		$6.93K Buy
+57
New +$6.81K ﹤0.01% 1027

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

Rossby Financial's SUSL Position: Q3 2026 in Review

Rossby Financial increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.8% in Q3 2026, buying an estimated $135 and bringing the position to 58 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Rossby Financial first reported a position in SUSL in Q4 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Rossby Financial held 58 shares of iShares ESG MSCI USA Leaders ETF worth $7.85K as of Q3 2026.
  • Rossby Financial bought 1 iShares ESG MSCI USA Leaders ETF share in Q3 2026, an estimated $135.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1597 holding.
  • Rossby Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.