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SUSL icon

Allworth Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Allworth Financial’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 		$25.7M Buy
193,400
+2,593
+1% +$331K 0.11% 121
2026
Q1 		$21.7M Sell
190,807
-761
-0.4% -$91.5K 0.09% 142
2025
Q4 		$23.2M Sell
191,568
-5,333
-3% -$637K 0.1% 127
2025
Q3 		$23M Buy
196,901
+7,158
+4% +$804K 0.1% 116
2025
Q2 		$20.6M Buy
189,743
+1,393
+0.7% +$139K 0.1% 118
2025
Q1 		$17.7M Buy
188,350
+1,733
+0.9% +$177K 0.1% 119
2024
Q4 		$20M Sell
186,617
-8,521
-4% -$889K 0.11% 102
2024
Q3 		$19.8M Buy
195,138
+138
+0.1% +$13.5K 0.12% 97
2024
Q2 		$19M Buy
195,000
+3,782
+2% +$353K 0.12% 92
2024
Q1 		$17.9M Buy
191,218
+8,531
+5% +$760K 0.13% 77
2023
Q4 		$15.4M Buy
182,687
+14,833
+9% +$1.17M 0.12% 76
2023
Q3 		$12.7M Buy
167,854
+33,157
+25% +$2.6M 0.11% 80
2023
Q2 		$10.4M Buy
134,697
+21,839
+19% +$1.59M 0.09% 96
2023
Q1 		$8.04M Buy
112,858
+17,295
+18% +$1.2M 0.08% 118
2022
Q4 		$6.34M Buy
95,563
+9,943
+12% +$659K 0.07% 122
2022
Q3 		$5.29M Buy
85,620
+19,190
+29% +$1.32M 0.07% 126
2022
Q2 		$4.41M Buy
66,430
+8,001
+14% +$572K 0.06% 149
2022
Q1 		$4.63M Buy
58,429
+21,337
+58% +$1.67M 0.06% 146
2021
Q4 		$3.13M Buy
37,092
+33,862
+1,048% +$2.77M 0.04% 157
2021
Q3 		$244K Buy
+3,230
New +$251K ﹤0.01% 434

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Allworth Financial's SUSL Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.4% in Q2 2026, buying an estimated $331K and bringing the position to 193,400 shares worth $25.7M. The position accounts for 0.11% of the portfolio, ranked #121.

Allworth Financial first reported a position in SUSL in Q3 2021 and has held it in 20 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Allworth Financial held 193,400 shares of iShares ESG MSCI USA Leaders ETF worth $25.7M as of Q2 2026.
  • Allworth Financial bought 2,593 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $331K.
  • iShares ESG MSCI USA Leaders ETF made up 0.11% of Allworth Financial's portfolio in Q2 2026, its #121 holding.
  • Allworth Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2021 and has held it in 20 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.