SignatureFD
SUSL icon

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

SignatureFD’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 		– Sell
-285
Closed -$37.8K – 3655
2026
Q2 		$37.8K Buy
+285
New +$36.4K ﹤0.01% 2033

Other funds holding SUSL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

SignatureFD's SUSL Position: Q3 2026 in Review

SignatureFD sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2026, closing a stake of 285 shares — an estimated $37.8K sold.

SignatureFD first reported a position in SUSL in Q2 2026 and held it in 1 quarter. The position peaked at $37.8K in Q2 2026. 124 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • SignatureFD reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2026 after selling out during the quarter.
  • SignatureFD sold 285 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $37.8K.
  • SignatureFD first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2026 and held it in 1 quarter.
  • SignatureFD's iShares ESG MSCI USA Leaders ETF position peaked at $37.8K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.