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CFS Investment Advisory Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

CFS Investment Advisory Services’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 		$2.05M Sell
15,502
-240
-2% -$30.7K 0.14% 134
2026
Q1 		$1.96M Sell
15,742
-257
-2% -$30.9K 0.14% 130
2025
Q4 		$1.94M Sell
15,999
-89
-0.6% -$10.6K 0.14% 124
2025
Q3 		$1.92M Sell
16,088
-106
-0.7% -$11.9K 0.14% 124
2025
Q2 		$1.75M Buy
16,194
+118
+0.7% +$11.8K 0.14% 124
2025
Q1 		$1.54M Sell
16,076
-1,076
-6% -$110K 0.14% 129
2024
Q4 		$1.77M Sell
17,152
-552
-3% -$57.6K 0.16% 117
2024
Q3 		$1.8M Buy
17,704
+332
+2% +$32.6K 0.15% 113
2024
Q2 		$1.69M Buy
17,372
+84
+0.5% +$7.85K 0.14% 104
2024
Q1 		$1.62M Sell
17,288
-655
-4% -$58.3K 0.27% 61
2023
Q4 		$1.51M Sell
17,943
-191
-1% -$15K 0.27% 57
2023
Q3 		$1.37M Sell
18,134
-1,185
-6% -$92.7K 0.22% 76
2023
Q2 		$1.5M Sell
19,319
-284
-1% -$20.7K 0.19% 95
2023
Q1 		$1.4M Sell
19,603
-2,918
-13% -$202K 0.25% 61
2022
Q4 		$1.49M Sell
22,521
-683
-3% -$45.3K 0.34% 46
2022
Q3 		$1.43M Sell
23,204
-9,699
-29% -$669K 0.37% 38
2022
Q2 		$2.18M Buy
+32,903
New +$2.35M 0.33% 59
2021
Q4 		$726K Buy
+9,182
New +$750K 0.1% 150

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

CFS Investment Advisory Services's SUSL Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.5% in Q2 2026, selling an estimated $30.7K and leaving 15,502 shares worth $2.05M. The position accounts for 0.14% of the portfolio, ranked #134.

CFS Investment Advisory Services first reported a position in SUSL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.18M in Q2 2022. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • CFS Investment Advisory Services held 15,502 shares of iShares ESG MSCI USA Leaders ETF worth $2.05M as of Q2 2026.
  • CFS Investment Advisory Services sold 240 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $30.7K.
  • iShares ESG MSCI USA Leaders ETF made up 0.14% of CFS Investment Advisory Services's portfolio in Q2 2026, its #134 holding.
  • CFS Investment Advisory Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 18 quarters since.
  • CFS Investment Advisory Services's iShares ESG MSCI USA Leaders ETF position peaked at $2.18M in Q2 2022.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.