Cetera Investment Advisers
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Cetera Investment Advisers’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cetera Investment Advisers’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 		$2.09M Sell
15,750
-832
-5% -$106K ﹤0.01% 2350
2026
Q1 		$1.88M Buy
16,582
+365
+2% +$43.9K ﹤0.01% 2329
2025
Q4 		$1.97M Sell
16,217
-204
-1% -$24.4K ﹤0.01% 2223
2025
Q3 		$1.92M Buy
16,421
+9,555
+139% +$1.07M ﹤0.01% 2198
2025
Q2 		$744K Buy
6,866
+2,358
+52% +$235K ﹤0.01% 2648
2025
Q1 		$432K Sell
4,508
-781
-15% -$79.7K ﹤0.01% 2962
2024
Q4 		$545K Buy
5,289
+147
+3% +$15.3K ﹤0.01% 2616
2024
Q3 		$522K Buy
5,142
+358
+7% +$35.1K ﹤0.01% 2615
2024
Q2 		$466K Sell
4,784
-459
-9% -$42.9K ﹤0.01% 2649
2024
Q1 		$492K Buy
+5,243
New +$467K ﹤0.01% 2617
2023
Q1 		– Sell
-3,611
Closed -$239K – 2242
2022
Q4 		$239K Buy
+3,611
New +$239K ﹤0.01% 1798

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

Cetera Investment Advisers's SUSL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 5% in Q2 2026, selling an estimated $106K and leaving 15,750 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Cetera Investment Advisers first reported a position in SUSL in Q4 2022 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Cetera Investment Advisers held 15,750 shares of iShares ESG MSCI USA Leaders ETF worth $2.09M as of Q2 2026.
  • Cetera Investment Advisers sold 832 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $106K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2350 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and has held it in 11 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.