Cerity Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cerity Partners’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	$515K	Buy	3,881 +1,036	+36%	+$132K	﹤0.01%	2403
2026 Q1	$323K	Hold	2,845	–	–	﹤0.01%	2562
2025 Q4	$345K	Hold	2,845	–	–	﹤0.01%	2321
2025 Q3	$333K	Hold	2,845	–	–	﹤0.01%	2211
2025 Q2	$308K	Sell	2,845 -1,129	-28%	-$113K	﹤0.01%	2143
2025 Q1	$381K	Hold	3,974	–	–	﹤0.01%	1904
2024 Q4	$409K	Buy	3,974 +1,129	+40%	+$118K	﹤0.01%	1883
2024 Q3	$289K	Sell	2,845 -65	-2%	-$6.38K	﹤0.01%	2089
2024 Q2	$284K	Hold	2,910	–	–	﹤0.01%	1855
2024 Q1	$273K	Hold	2,910	–	–	﹤0.01%	1916
2023 Q4	$246K	Buy	+2,910	New	+$229K	﹤0.01%	1622

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

Cerity Partners's SUSL Position: Q2 2026 in Review

Cerity Partners increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 36% in Q2 2026, buying an estimated $132K and bringing the position to 3,881 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Cerity Partners first reported a position in SUSL in Q4 2023 and has held it in 11 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Cerity Partners held 3,881 shares of iShares ESG MSCI USA Leaders ETF worth $515K as of Q2 2026.
Cerity Partners bought 1,036 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $132K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2403 holding.
Cerity Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2023 and has held it in 11 quarters since.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.