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Bluestem Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bluestem Financial 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 		$6.65M Buy
50,128
+858
+2% +$110K 2.33% 7
2026
Q1 		$5.6M Buy
49,270
+138
+0.3% +$16.6K 2.16% 8
2025
Q4 		$5.96M Sell
49,132
-45
-0.1% -$5.38K 2.3% 8
2025
Q3 		$5.76M Sell
49,177
-386
-0.8% -$43.4K 2.25% 8
2025
Q2 		$5.37M Sell
49,563
-2,410
-5% -$240K 2.3% 8
2025
Q1 		$4.98M Buy
51,973
+126
+0.2% +$12.9K 2.33% 10
2024
Q4 		$5.34M Buy
51,847
+1,362
+3% +$142K 2.51% 9
2024
Q3 		$5.13M Buy
50,485
+11,667
+30% +$1.15M 2.39% 8
2024
Q2 		$3.78M Sell
38,818
-344
-0.9% -$32.2K 1.91% 10
2024
Q1 		$3.68M Sell
39,162
-480
-1% -$42.7K 1.9% 10
2023
Q4 		$3.34M Sell
39,642
-892
-2% -$70.3K 1.95% 10
2023
Q3 		$3.06M Buy
40,534
+221
+0.5% +$17.3K 1.86% 11
2023
Q2 		$3.12M Sell
40,313
-749
-2% -$54.7K 1.89% 10
2023
Q1 		$2.93M Buy
41,062
+289
+0.7% +$20K 1.8% 11
2022
Q4 		$2.7M Sell
40,773
-5,892
-13% -$391K 1.78% 11
2022
Q3 		$2.88M Buy
46,665
+19,774
+74% +$1.36M 2.04% 11
2022
Q2 		$1.78M Buy
26,891
+4,508
+20% +$323K 1.24% 14
2022
Q1 		$1.77M Sell
22,383
-979
-4% -$76.5K 1.11% 15
2021
Q4 		$1.97M Buy
23,362
+6,177
+36% +$505K 1.23% 12
2021
Q3 		$1.3M Buy
17,185
+1,520
+10% +$118K 0.85% 14
2021
Q2 		$1.18M Buy
15,665
+5,120
+49% +$374K 0.79% 14
2021
Q1 		$731K Buy
10,545
+1,121
+12% +$75.3K 0.52% 16
2020
Q4 		$612K Buy
9,424
+1,840
+24% +$113K 0.45% 16
2020
Q3 		$441K Buy
7,584
+2,652
+54% +$153K 0.37% 18
2020
Q2 		$267K Buy
+4,932
New +$252K 0.24% 23

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bluestem Financial Advisors's SUSL Position: Q2 2026 in Review

Bluestem Financial Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.7% in Q2 2026, buying an estimated $110K and bringing the position to 50,128 shares worth $6.65M. The position accounts for 2.33% of the portfolio, ranked #7.

Bluestem Financial Advisors first reported a position in SUSL in Q2 2020 and has held it in 25 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Bluestem Financial Advisors held 50,128 shares of iShares ESG MSCI USA Leaders ETF worth $6.65M as of Q2 2026.
  • Bluestem Financial Advisors bought 858 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $110K.
  • iShares ESG MSCI USA Leaders ETF made up 2.33% of Bluestem Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Bluestem Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 25 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.