Avantax Advisory Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$886K	Buy	8,180 +269	+3%	+$26.8K	﹤0.01%	1240
2025 Q1	$758K	Hold	7,911	–	–	﹤0.01%	1243
2024 Q4	$815K	Sell	7,911 -74	-0.9%	-$7.72K	0.01%	1144
2024 Q3	$811K	Sell	7,985 -476	-6%	-$46.7K	0.01%	1130
2024 Q2	$824K	Buy	8,461 +213	+3%	+$19.9K	0.01%	1083
2024 Q1	$774K	Hold	8,248	–	–	0.01%	852
2023 Q4	$696K	Hold	8,248	–	–	0.01%	856
2023 Q3	$622K	Buy	+8,248	New	+$646K	0.01%	858
2023 Q1	–	Sell	-3,733	Closed	-$248K	–	1540
2022 Q4	$248K	Buy	+3,733	New	+$247K	﹤0.01%	1205

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Avantax Advisory Services's SUSL Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3.4% in Q2 2025, buying an estimated $26.8K and bringing the position to 8,180 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Avantax Advisory Services first reported a position in SUSL in Q4 2022 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold SUSL as of Q2 2025.

Avantax Advisory Services held 8,180 shares of iShares ESG MSCI USA Leaders ETF worth $886K as of Q2 2025.
Avantax Advisory Services bought 269 iShares ESG MSCI USA Leaders ETF shares in Q2 2025, an estimated $26.8K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1240 holding.
Avantax Advisory Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and has held it in 9 quarters since.
165 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.