UCFA
SUSL icon

United Capital Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

United Capital Financial Advisors’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 		$513K Buy
4,510
+1
+0% +$120 ﹤0.01% 1063
2025
Q4 		$546K Buy
+4,509
New +$539K ﹤0.01% 932
2023
Q3 		– Sell
-9,993
Closed -$774K – 896
2023
Q2 		$774K Sell
9,993
-929
-9% -$67.8K ﹤0.01% 603
2023
Q1 		$778K Buy
10,922
+1,029
+10% +$71.3K ﹤0.01% 644
2022
Q4 		$656K Sell
9,893
-750
-7% -$49.7K ﹤0.01% 714
2022
Q3 		$657K Buy
10,643
+50
+0.5% +$3.45K ﹤0.01% 699
2022
Q2 		$703K Buy
+10,593
New +$758K ﹤0.01% 710

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