VAF
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Values Added Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Values Added 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
Q1 		$1.76M Sell
15,513
-3
-0% -$361 0.74% 34
2025
Q4 		$1.88M Hold
15,516
– – 0.79% 33
2025
Q3 		$1.82M Hold
15,516
– – 0.81% 30
2025
Q2 		$1.68M Hold
15,516
– – 0.82% 30
2025
Q1 		$1.49M Buy
15,516
+397
+3% +$40.5K 0.82% 32
2024
Q4 		$1.56M Buy
15,119
+2,745
+22% +$286K 0.9% 28
2024
Q3 		$1.26M Buy
12,374
+14
+0.1% +$1.37K 0.79% 29
2024
Q2 		$1.2M Buy
12,360
+1,748
+16% +$163K 0.87% 27
2024
Q1 		$996K Hold
10,612
– – 0.78% 27
2023
Q4 		$895K Buy
10,612
+4,180
+65% +$329K 0.73% 28
2023
Q3 		$485K Buy
6,432
+22
+0.3% +$1.72K 0.44% 44
2023
Q2 		$496K Buy
+6,410
New +$468K 0.47% 43

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