Affinity Capital Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Affinity Capital Advisors’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	$1.41M	Sell	10,577 -1,532	-13%	-$196K	0.17%	61
2026 Q1	$1.38M	Buy	12,109 +1,528	+14%	+$184K	0.19%	58
2025 Q4	$1.28M	Hold	10,581	–	–	0.18%	61
2025 Q3	$1.25M	Hold	10,581	–	–	0.19%	61
2025 Q2	$1.15M	Sell	10,581 -289	-3%	-$28.8K	0.2%	64
2025 Q1	$1M	Buy	10,870 +3,780	+53%	+$386K	0.2%	61
2024 Q4	$735K	Sell	7,090 -48	-0.7%	-$5K	0.14%	75
2024 Q3	$725K	Buy	7,138 +2,861	+67%	+$281K	0.14%	79
2024 Q2	$417K	Buy	4,277 +464	+12%	+$43.4K	0.09%	103
2024 Q1	$358K	Hold	3,813	–	–	0.08%	110
2023 Q4	$322K	Sell	3,813 -727	-16%	-$57.3K	0.08%	107
2023 Q3	$342K	Buy	+4,540	New	+$355K	0.09%	97

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

Affinity Capital Advisors's SUSL Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 13% in Q2 2026, selling an estimated $196K and leaving 10,577 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #61.

Affinity Capital Advisors first reported a position in SUSL in Q3 2023 and has held it in 12 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Affinity Capital Advisors held 10,577 shares of iShares ESG MSCI USA Leaders ETF worth $1.41M as of Q2 2026.
Affinity Capital Advisors sold 1,532 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $196K.
iShares ESG MSCI USA Leaders ETF made up 0.17% of Affinity Capital Advisors's portfolio in Q2 2026, its #61 holding.
Affinity Capital Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 12 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.