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SUSL icon

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

Beacon 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 		$723K Hold
5,443
– – 0.07% 200
2026
Q1 		$618K Hold
5,443
– – 0.06% 216
2025
Q4 		$660K Hold
5,443
– – 0.07% 202
2025
Q3 		$637K Hold
5,443
– – 0.06% 205
2025
Q2 		$590K Sell
5,443
-363
-6% -$36.2K 0.06% 209
2025
Q1 		$556K Sell
5,806
-71
-1% -$7.25K 0.06% 205
2024
Q4 		$606K Sell
5,877
-13
-0.2% -$1.36K 0.07% 197
2024
Q3 		$598K Hold
5,890
– – 0.06% 200
2024
Q2 		$574K Sell
5,890
-298
-5% -$27.9K 0.07% 198
2024
Q1 		$581K Sell
6,188
-500
-7% -$44.5K 0.07% 202
2023
Q4 		$564K Buy
6,688
+49
+0.7% +$3.86K 0.07% 193
2023
Q3 		$529K Hold
6,639
– – 0.08% 173
2023
Q2 		$508K Hold
6,639
– – 0.07% 171
2023
Q1 		$572K Sell
6,639
-1,265
-16% -$87.6K 0.08% 170
2022
Q4 		$524K Buy
7,904
+540
+7% +$35.8K 0.07% 179
2022
Q3 		$461K Buy
+7,364
New +$508K 0.07% 186

Other funds holding SUSL

Wealth Enhancement Advisory Services
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

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

Beacon Financial Group held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 5,443 shares worth $723K. The position accounts for 0.07% of the portfolio, ranked #200.

Beacon Financial Group first reported a position in SUSL in Q3 2022 and has held it in 16 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Beacon Financial Group held 5,443 shares of iShares ESG MSCI USA Leaders ETF worth $723K as of Q2 2026.
  • Beacon Financial Group left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.07% of Beacon Financial Group's portfolio in Q2 2026, its #200 holding.
  • Beacon Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and has held it in 16 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.