Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cambridge Investment Research 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 		$1.25M Buy
9,409
+13
+0.1% +$1.66K ﹤0.01% 2099
2026
Q1 		$1.07M Sell
9,396
-393
-4% -$47.2K ﹤0.01% 2120
2025
Q4 		$1.19M Buy
9,789
+82
+0.8% +$9.8K ﹤0.01% 1965
2025
Q3 		$1.14M Sell
9,707
-11
-0.1% -$1.24K ﹤0.01% 1956
2025
Q2 		$1.05M Sell
9,718
-558
-5% -$55.6K ﹤0.01% 1902
2025
Q1 		$985K Sell
10,276
-19,194
-65% -$1.96M ﹤0.01% 1878
2024
Q4 		$3.04M Buy
29,470
+1,118
+4% +$117K 0.01% 1086
2024
Q3 		$2.88M Buy
28,352
+4
+0% +$393 0.01% 1102
2024
Q2 		$2.76M Sell
28,348
-65
-0.2% -$6.08K 0.01% 1082
2024
Q1 		$2.67M Buy
28,413
+24,408
+609% +$2.17M 0.01% 1093
2023
Q4 		$338K Buy
4,005
+47
+1% +$3.7K ﹤0.01% 2510
2023
Q3 		$298K Sell
3,958
-944
-19% -$73.9K ﹤0.01% 2499
2023
Q2 		$379K Sell
4,902
-28
-0.6% -$2.04K ﹤0.01% 2348
2023
Q1 		$351K Sell
4,930
-95
-2% -$6.58K ﹤0.01% 2349
2022
Q4 		$333K Sell
5,025
-905
-15% -$60K ﹤0.01% 2353
2022
Q3 		$366K Sell
5,930
-26
-0.4% -$1.79K ﹤0.01% 2207
2022
Q2 		$395K Sell
5,956
-1,580
-21% -$113K ﹤0.01% 2146
2022
Q1 		$597K Buy
7,536
+328
+5% +$25.6K ﹤0.01% 1959
2021
Q4 		$608K Buy
7,208
+418
+6% +$34.1K ﹤0.01% 1951
2021
Q3 		$513K Sell
6,790
-1,549
-19% -$120K ﹤0.01% 2036
2021
Q2 		$626K Sell
8,339
-21,249
-72% -$1.55M ﹤0.01% 1882
2021
Q1 		$2.05M Buy
29,588
+1,609
+6% +$108K 0.01% 995
2020
Q4 		$1.82M Buy
27,979
+1,880
+7% +$116K 0.01% 969
2020
Q3 		$1.52M Buy
26,099
+4,798
+23% +$276K 0.01% 953
2020
Q2 		$1.15M Buy
+21,301
New +$1.09M 0.01% 1043

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 $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Allworth Financial
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

Cambridge Investment Research Advisors's SUSL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.14% in Q2 2026, buying an estimated $1.66K and bringing the position to 9,409 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Cambridge Investment Research Advisors first reported a position in SUSL in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.04M in Q4 2024. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,409 shares of iShares ESG MSCI USA Leaders ETF worth $1.25M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 13 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1.66K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2099 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $3.04M in Q4 2024.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.