Better Money Decisions’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Better Money Decisions’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	$305K	Buy	2,812 +7	+0.2%	+$698	0.19%	64
2025 Q1	$269K	Buy	2,805 +8	+0.3%	+$816	0.18%	63
2024 Q4	$288K	Sell	2,797 -383	-12%	-$39.9K	0.2%	57
2024 Q3	$323K	Sell	3,180 -786	-20%	-$77.1K	0.23%	51
2024 Q2	$386K	Buy	3,966 +9	+0.2%	+$841	0.29%	45
2024 Q1	$371K	Buy	+3,957	New	+$352K	0.29%	46

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 $424B AUM 22.94% 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

Better Money Decisions's SUSL Position: Q2 2025 in Review

Better Money Decisions increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.25% in Q2 2025, buying an estimated $698 and bringing the position to 2,812 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #64.

Better Money Decisions first reported a position in SUSL in Q1 2024 and has held it in 6 quarters since. The position peaked at $386K in Q2 2024. 165 funds tracked by Wall St. Rank hold SUSL as of Q2 2025.

Better Money Decisions held 2,812 shares of iShares ESG MSCI USA Leaders ETF worth $305K as of Q2 2025.
Better Money Decisions bought 7 iShares ESG MSCI USA Leaders ETF shares in Q2 2025, an estimated $698.
iShares ESG MSCI USA Leaders ETF made up 0.19% of Better Money Decisions's portfolio in Q2 2025, its #64 holding.
Better Money Decisions first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 6 quarters since.
Better Money Decisions's iShares ESG MSCI USA Leaders ETF position peaked at $386K in Q2 2024.
165 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.