AM
SUSL icon

AGF Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

AGF 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 		– Sell
-4,000
Closed -$454K – 730
2026
Q1 		$454K Hold
4,000
– – ﹤0.01% 598
2025
Q4 		$485K Sell
4,000
-600
-13% -$71.7K ﹤0.01% 606
2025
Q3 		$538K Buy
4,600
+1,000
+28% +$112K ﹤0.01% 601
2025
Q2 		$390K Sell
3,600
-600
-14% -$59.8K ﹤0.01% 600
2025
Q1 		$402K Sell
4,200
-300
-7% -$30.6K ﹤0.01% 619
2024
Q4 		$464K Sell
4,500
-200
-4% -$20.9K ﹤0.01% 638
2024
Q3 		$477K Buy
4,700
+300
+7% +$29.4K ﹤0.01% 631
2024
Q2 		$429K Sell
4,400
-700
-14% -$65.4K ﹤0.01% 645
2024
Q1 		$479K Hold
5,100
– – ﹤0.01% 635
2023
Q4 		$430K Buy
5,100
+1,300
+34% +$102K ﹤0.01% 652
2023
Q3 		$287K Sell
3,800
-1,700
-31% -$133K ﹤0.01% 697
2023
Q2 		$426K Sell
5,500
-1,400
-20% -$102K ﹤0.01% 618
2023
Q1 		$492K Sell
6,900
-100
-1% -$6.93K ﹤0.01% 666
2022
Q4 		$464K Buy
+7,000
New +$464K ﹤0.01% 690

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AGF Management's SUSL Position: Q2 2026 in Review

AGF Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 4,000 shares — an estimated $454K sold.

AGF Management first reported a position in SUSL in Q4 2022 and held it in 14 quarters. The position peaked at $538K in Q3 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • AGF Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • AGF Management sold 4,000 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $454K.
  • AGF Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and held it in 14 quarters.
  • AGF Management's iShares ESG MSCI USA Leaders ETF position peaked at $538K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.