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

Veridan Wealth’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 		$341K Sell
3,000
-76
-2% -$9.13K 0.13% 66
2025
Q4 		$373K Sell
3,076
-42
-1% -$5.02K 0.13% 62
2025
Q3 		$365K Buy
+3,118
New +$350K 0.13% 62
2025
Q1 		$307K Sell
3,203
-653
-17% -$66.6K 0.14% 65
2024
Q4 		$400K Buy
+3,856
New +$402K 0.19% 59
2024
Q2 		$338K Buy
+3,117
New +$291K 0.14% 65

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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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

Veridan Wealth's SUSL Position: Q1 2026 in Review

Veridan Wealth reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.5% in Q1 2026, selling an estimated $9.13K and leaving 3,000 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #66.

Veridan Wealth first reported a position in SUSL in Q2 2024 and has held it in 6 quarters since. The position peaked at $400K in Q4 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Veridan Wealth held 3,000 shares of iShares ESG MSCI USA Leaders ETF worth $341K as of Q1 2026.
  • Veridan Wealth sold 76 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $9.13K.
  • iShares ESG MSCI USA Leaders ETF made up 0.13% of Veridan Wealth's portfolio in Q1 2026, its #66 holding.
  • Veridan Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's iShares ESG MSCI USA Leaders ETF position peaked at $400K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.