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

Abundance Wealth Counselors’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	$324K	Buy	+2,438	New	+$312K	0.02%	219

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Abundance Wealth Counselors's SUSL Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 2,438 shares worth $324K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings.

192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Abundance Wealth Counselors held 2,438 shares of iShares ESG MSCI USA Leaders ETF worth $324K as of Q2 2026.
iShares ESG MSCI USA Leaders ETF was a new Abundance Wealth Counselors position in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #219 holding.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.