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

Atomi Financial Group’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 		$549K Sell
4,136
-18
-0.4% -$2.3K 0.01% 725
2026
Q1 		$472K Sell
4,154
-52
-1% -$6.25K 0.01% 737
2025
Q4 		$510K Sell
4,206
-72
-2% -$8.61K 0.02% 681
2025
Q3 		$501K Buy
+4,278
New +$481K 0.02% 649

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

Atomi Financial Group's SUSL Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.43% in Q2 2026, selling an estimated $2.3K and leaving 4,136 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #725.

Atomi Financial Group first reported a position in SUSL in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Atomi Financial Group held 4,136 shares of iShares ESG MSCI USA Leaders ETF worth $549K as of Q2 2026.
  • Atomi Financial Group sold 18 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $2.3K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #725 holding.
  • Atomi Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.