CAPTRUST Financial Advisors
SUSL icon

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

CAPTRUST 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 		$348K Hold
2,618
– – ﹤0.01% 2461
2026
Q1 		$297K Sell
2,618
-70
-3% -$8.41K ﹤0.01% 2395
2025
Q4 		$326K Sell
2,688
-537
-17% -$64.2K ﹤0.01% 2188
2025
Q3 		$377K Sell
3,225
-1,668
-34% -$187K ﹤0.01% 2008
2025
Q2 		$530K Hold
4,893
– – ﹤0.01% 1700
2025
Q1 		$469K Buy
4,893
+46
+0.9% +$4.69K ﹤0.01% 1683
2024
Q4 		$499K Sell
4,847
-1,236
-20% -$129K ﹤0.01% 1602
2024
Q3 		$618K Sell
6,083
-232
-4% -$22.8K ﹤0.01% 1464
2024
Q2 		$615K Sell
6,315
-581
-8% -$54.3K ﹤0.01% 1406
2024
Q1 		$647K Sell
6,896
-689
-9% -$61.3K ﹤0.01% 1354
2023
Q4 		$640K Sell
7,585
-430
-5% -$33.9K ﹤0.01% 1561
2023
Q3 		$604K Sell
8,015
-4,547
-36% -$356K ﹤0.01% 1522
2023
Q2 		$973K Sell
12,562
-3,677
-23% -$268K ﹤0.01% 1223
2023
Q1 		$1.16M Buy
16,239
+583
+4% +$40.4K 0.01% 961
2022
Q4 		$1.04M Buy
15,656
+6,545
+72% +$434K 0.01% 951
2022
Q3 		$563K Buy
9,111
+336
+4% +$23.2K ﹤0.01% 1195
2022
Q2 		$583K Buy
8,775
+181
+2% +$12.9K ﹤0.01% 1080
2022
Q1 		$681K Buy
8,594
+941
+12% +$73.5K ﹤0.01% 1006
2021
Q4 		$646K Buy
7,653
+178
+2% +$14.5K ﹤0.01% 1000
2021
Q3 		$564K Sell
7,475
-177
-2% -$13.8K ﹤0.01% 977
2021
Q2 		$575K Buy
7,652
+1,927
+34% +$141K 0.01% 936
2021
Q1 		$397K Buy
+5,725
New +$384K ﹤0.01% 1059

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

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

CAPTRUST Financial Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,618 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

CAPTRUST Financial Advisors first reported a position in SUSL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.16M in Q1 2023. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • CAPTRUST Financial Advisors held 2,618 shares of iShares ESG MSCI USA Leaders ETF worth $348K as of Q2 2026.
  • CAPTRUST Financial Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2461 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $1.16M in Q1 2023.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.