SM
SUSL icon

Sweeney & Michel’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Sweeney & Michel’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
Q1 		$401K Sell
3,348
-419
-11% -$50.4K 0.12% 102
2025
Q4 		$461K Buy
3,767
+11
+0.3% +$1.31K 0.14% 98
2025
Q3 		$432K Sell
3,756
-97
-3% -$10.9K 0.15% 95
2025
Q2 		$421K Buy
3,853
+82
+2% +$8.17K 0.15% 94
2025
Q1 		$325K Buy
+3,771
New +$385K 0.14% 95
2024
Q3 		$393K Buy
3,799
+112
+3% +$11K 0.15% 87
2024
Q2 		$367K Buy
3,687
+208
+6% +$19.4K 0.16% 83
2024
Q1 		$324K Buy
+3,479
New +$310K 0.14% 86
2023
Q3 		$341K Sell
4,417
-1,416
-24% -$111K 0.18% 81
2023
Q2 		$460K Sell
5,833
-190
-3% -$13.9K 0.24% 70
2023
Q1 		$450K Buy
+6,023
New +$417K 0.24% 72

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 $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return