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

Ancora 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	$32.9K	Hold	248	–	–	﹤0.01%	1180
2026 Q1	$28.2K	Hold	248	–	–	﹤0.01%	1386
2025 Q4	$30.1K	Hold	248	–	–	﹤0.01%	1348
2025 Q3	$29K	Hold	248	–	–	﹤0.01%	1149
2025 Q2	$26.9K	Hold	248	–	–	﹤0.01%	1159
2025 Q1	$23.8K	Sell	248 -110	-31%	-$11.2K	﹤0.01%	1168
2024 Q4	$36.9K	Sell	358 -77	-18%	-$8.03K	﹤0.01%	1074
2024 Q3	$44.2K	Hold	435	–	–	﹤0.01%	1016
2024 Q2	$42.4K	Hold	435	–	–	﹤0.01%	989
2024 Q1	$40.8K	Hold	435	–	–	﹤0.01%	1004
2023 Q4	$36.7K	Hold	435	–	–	﹤0.01%	1026
2023 Q3	$32.8K	Hold	435	–	–	﹤0.01%	1020
2023 Q2	$33.7K	Hold	435	–	–	﹤0.01%	1007
2023 Q1	$31K	Hold	435	–	–	﹤0.01%	1021
2022 Q4	$29K	Hold	435	–	–	﹤0.01%	1091
2022 Q3	$27K	Hold	435	–	–	﹤0.01%	1267
2022 Q2	$29K	Buy	435 +10	+2%	+$715	﹤0.01%	1345
2022 Q1	$34K	Hold	425	–	–	﹤0.01%	1403
2021 Q4	$36K	Hold	425	–	–	﹤0.01%	1389
2021 Q3	$32K	Hold	425	–	–	﹤0.01%	1328
2021 Q2	$32K	Hold	425	–	–	﹤0.01%	1217
2021 Q1	$29K	Hold	425	–	–	﹤0.01%	1207
2020 Q4	$28K	Hold	425	–	–	﹤0.01%	1004
2020 Q3	$25K	Buy	425 +200	+89%	+$11.5K	﹤0.01%	985
2020 Q2	$12K	Hold	225	–	–	﹤0.01%	1086
2020 Q1	$10K	Buy	+225	New	+$12K	﹤0.01%	1193

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

Ancora Advisors's SUSL Position: Q2 2026 in Review

Ancora Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 248 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Ancora Advisors first reported a position in SUSL in Q1 2020 and has held it in 26 quarters since. The position peaked at $44.2K in Q3 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Ancora Advisors held 248 shares of iShares ESG MSCI USA Leaders ETF worth $32.9K as of Q2 2026.
Ancora Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1180 holding.
Ancora Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and has held it in 26 quarters since.
Ancora Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $44.2K in Q3 2024.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.