Advisory Services Network’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Advisory Services Network’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	$205K	Buy	1,547 +58	+4%	+$7.41K	﹤0.01%	1978
2026 Q1	$169K	Buy	+1,489	New	+$179K	﹤0.01%	1910
2025 Q4	–	Sell	-1,406	Closed	-$165K	–	3969
2025 Q3	$165K	Buy	+1,406	New	+$158K	﹤0.01%	1788
2025 Q1	–	Sell	-2,127	Closed	-$219K	–	1725
2024 Q4	$219K	Sell	2,127 -148	-7%	-$15.4K	﹤0.01%	1441
2024 Q3	$222K	Hold	2,275	–	–	﹤0.01%	1337
2024 Q2	$222K	Sell	2,275 -1,073	-32%	-$100K	﹤0.01%	1337
2024 Q1	$314K	Sell	3,348 -278	-8%	-$24.8K	0.01%	1133
2023 Q4	$306K	Buy	3,626 +174	+5%	+$13.7K	0.01%	1086
2023 Q3	$260K	Sell	3,452 -100	-3%	-$7.83K	0.01%	1198
2023 Q2	$275K	Sell	3,552 -1,447	-29%	-$106K	0.01%	1156
2023 Q1	$356K	Sell	4,999 -148	-3%	-$10.3K	0.01%	1061
2022 Q4	$341K	Buy	5,147 +73	+1%	+$4.84K	0.01%	1025
2022 Q3	$314K	Sell	5,074 -7,408	-59%	-$511K	0.01%	1004
2022 Q2	$829K	Buy	12,482 +1,227	+11%	+$87.8K	0.03%	631
2022 Q1	$892K	Buy	+11,255	New	+$879K	0.03%	662
2021 Q3	–	Sell	-1,344	Closed	-$101K	–	3022
2021 Q2	$101K	Buy	+1,344	New	+$98K	﹤0.01%	1609
2021 Q1	–	Sell	-1,464	Closed	-$95K	–	2760
2020 Q4	$95K	Buy	1,464 +166	+13%	+$10.2K	﹤0.01%	1354
2020 Q3	$75K	Buy	+1,298	New	+$74.7K	﹤0.01%	1383
2020 Q2	–	Sell	-376	Closed	-$17K	–	2546
2020 Q1	$17K	Buy	+376	New	+$20K	﹤0.01%	1965

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

Advisory Services Network's SUSL Position: Q2 2026 in Review

Advisory Services Network increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3.9% in Q2 2026, buying an estimated $7.41K and bringing the position to 1,547 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Advisory Services Network first reported a position in SUSL in Q1 2020 and has held it in 19 quarters since. The position peaked at $892K in Q1 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Advisory Services Network held 1,547 shares of iShares ESG MSCI USA Leaders ETF worth $205K as of Q2 2026.
Advisory Services Network bought 58 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $7.41K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1978 holding.
Advisory Services Network first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and has held it in 19 quarters since.
Advisory Services Network's iShares ESG MSCI USA Leaders ETF position peaked at $892K in Q1 2022.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.