TWP
SUSL icon

Triad Wealth Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Triad Wealth 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
-2,050
Closed -$240K – 479
2025
Q3 		$240K Hold
2,050
– – 0.03% 326
2025
Q2 		$222K Buy
+2,050
New +$204K 0.04% 266
2025
Q1 		– Sell
-2,050
Closed -$211K – 223
2024
Q4 		$211K Buy
+2,050
New +$214K 0.08% 168

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Triad Wealth Partners's SUSL Position: Q4 2025 in Review

Triad Wealth Partners sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2025, closing a stake of 2,050 shares — an estimated $240K sold.

Triad Wealth Partners first reported a position in SUSL in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q3 2025. 185 funds tracked by Wall St. Rank hold SUSL as of Q4 2025.

  • Triad Wealth Partners reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 2,050 iShares ESG MSCI USA Leaders ETF shares in Q4 2025, an estimated $240K.
  • Triad Wealth Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and held it in 3 quarters.
  • Triad Wealth Partners's iShares ESG MSCI USA Leaders ETF position peaked at $240K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.