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

Beacon Pointe 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	$534K	Buy	4,026 +1,661	+70%	+$212K	﹤0.01%	1309
2026 Q1	$269K	Sell	2,365 -141	-6%	-$16.9K	﹤0.01%	1597
2025 Q4	$304K	Sell	2,506 -504	-17%	-$60.2K	﹤0.01%	1257
2025 Q3	$352K	Buy	+3,010	New	+$338K	﹤0.01%	1130
2023 Q2	–	Sell	-4,446	Closed	-$317K	–	1184
2023 Q1	$317K	Buy	+4,446	New	+$308K	0.01%	917

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

Beacon Pointe Advisors's SUSL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 70% in Q2 2026, buying an estimated $212K and bringing the position to 4,026 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Beacon Pointe Advisors first reported a position in SUSL in Q1 2023 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Beacon Pointe Advisors held 4,026 shares of iShares ESG MSCI USA Leaders ETF worth $534K as of Q2 2026.
Beacon Pointe Advisors bought 1,661 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $212K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1309 holding.
Beacon Pointe Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.