AWM
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Abound Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Abound Wealth Management’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
Q2 		$3.32K Hold
25
– – ﹤0.01% 670
2026
Q1 		$2.84K Hold
25
– – ﹤0.01% 843
2025
Q4 		$3.03K Hold
25
– – ﹤0.01% 782
2025
Q3 		$2.93K Buy
+25
New +$2.81K ﹤0.01% 750
2024
Q4 		– Sell
-3
Closed -$306 – 1337
2024
Q3 		$306 Buy
+3
New +$294 ﹤0.01% 980

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Abound Wealth Management's SUSL Position: Q2 2026 in Review

Abound Wealth Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 25 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Abound Wealth Management first reported a position in SUSL in Q3 2024 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Abound Wealth Management held 25 shares of iShares ESG MSCI USA Leaders ETF worth $3.32K as of Q2 2026.
  • Abound Wealth Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Abound Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.