Balance Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Balance Wealth’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	$368K	Sell	2,770 -386	-12%	-$49.3K	0.1%	113
2026 Q1	$359K	Sell	3,156 -180	-5%	-$21.6K	0.11%	112
2025 Q4	$404K	Sell	3,336 -328	-9%	-$39.2K	0.13%	100
2025 Q3	$429K	Sell	3,664 -83	-2%	-$9.33K	0.11%	100
2025 Q2	$406K	Sell	3,747 -194	-5%	-$19.3K	0.24%	78
2025 Q1	$378K	Buy	+3,941	New	+$402K	0.25%	85

Other funds holding SUSL

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

CCWA

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

XFP

Xena Financial Planning Portland, Oregon $104M AUM

BFA

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Balance Wealth's SUSL Position: Q2 2026 in Review

Balance Wealth reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 12% in Q2 2026, selling an estimated $49.3K and leaving 2,770 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #113.

Balance Wealth first reported a position in SUSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $429K in Q3 2025. 62 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Balance Wealth held 2,770 shares of iShares ESG MSCI USA Leaders ETF worth $368K as of Q2 2026.
Balance Wealth sold 386 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $49.3K.
iShares ESG MSCI USA Leaders ETF made up 0.1% of Balance Wealth's portfolio in Q2 2026, its #113 holding.
Balance Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's iShares ESG MSCI USA Leaders ETF position peaked at $429K in Q3 2025.
62 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.