Bond & Devick Financial Network’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bond & Devick Financial Network’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	$2.32M	Buy	17,511 +1,455	+9%	+$186K	0.57%	28
2026 Q1	$1.82M	Buy	16,056 +1,563	+11%	+$188K	0.51%	30
2025 Q4	$1.76M	Sell	14,493 -584	-4%	-$69.8K	0.5%	28
2025 Q3	$1.76M	Buy	15,077 +1,848	+14%	+$208K	0.53%	27
2025 Q2	$1.43M	Buy	13,229 +679	+5%	+$67.7K	0.48%	29
2025 Q1	$1.2M	Buy	12,550 +2,822	+29%	+$288K	0.44%	31
2024 Q4	$988K	Hold	9,728	–	–	0.42%	47
2024 Q3	$988K	Buy	+9,728	New	+$955K	0.42%	47

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

Bond & Devick Financial Network's SUSL Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 9.1% in Q2 2026, buying an estimated $186K and bringing the position to 17,511 shares worth $2.32M. The position accounts for 0.57% of the portfolio, ranked #28.

Bond & Devick Financial Network first reported a position in SUSL in Q3 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Bond & Devick Financial Network held 17,511 shares of iShares ESG MSCI USA Leaders ETF worth $2.32M as of Q2 2026.
Bond & Devick Financial Network bought 1,455 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $186K.
iShares ESG MSCI USA Leaders ETF made up 0.57% of Bond & Devick Financial Network's portfolio in Q2 2026, its #28 holding.
Bond & Devick Financial Network first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 8 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.