BFSG LLC’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

BFSG LLC’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	$3.77M	Hold	28,404	–	–	0.33%	92
2026 Q1	$3.23M	Hold	28,404	–	–	0.31%	103
2025 Q4	$3.44M	Hold	28,404	–	–	0.33%	96
2025 Q3	$3.32M	Sell	28,404 -12	-0%	-$1.35K	0.32%	100
2025 Q2	$3.08M	Buy	28,416 +10	+0%	+$997	0.34%	94
2025 Q1	$2.72M	Buy	28,406 +12	+0%	+$1.22K	0.33%	97
2024 Q4	$2.93M	Sell	28,394 -18	-0.1%	-$1.88K	0.34%	97
2024 Q3	$2.88M	Hold	28,412	–	–	0.34%	97
2024 Q2	$2.77M	Sell	28,412 -30	-0.1%	-$2.8K	0.35%	89
2024 Q1	$2.67M	Sell	28,442 -33	-0.1%	-$2.94K	0.35%	89
2023 Q4	$2.4M	Buy	28,475 +232	+0.8%	+$18.3K	0.35%	91
2023 Q3	$2.13M	Buy	28,243 +394	+1%	+$30.8K	0.35%	92
2023 Q2	$2.16M	Buy	+27,849	New	+$2.03M	0.37%	89

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

BFSG LLC's SUSL Position: Q2 2026 in Review

BFSG LLC held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 28,404 shares worth $3.77M. The position accounts for 0.33% of the portfolio, ranked #92.

BFSG LLC first reported a position in SUSL in Q2 2023 and has held it in 13 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

BFSG LLC held 28,404 shares of iShares ESG MSCI USA Leaders ETF worth $3.77M as of Q2 2026.
BFSG LLC left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.33% of BFSG LLC's portfolio in Q2 2026, its #92 holding.
BFSG LLC first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and has held it in 13 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.