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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$11.5M Buy
86,464
+4,123
+5% +$527K 0.15% 61
2026
Q1 		$9.35M Sell
82,341
-777
-0.9% -$93.4K 0.14% 65
2025
Q4 		$10.1M Buy
83,118
+2,114
+3% +$253K 0.15% 61
2025
Q3 		$9.48M Buy
81,004
+991
+1% +$111K 0.15% 63
2025
Q2 		$8.67M Sell
80,013
-1,773
-2% -$177K 0.15% 66
2025
Q1 		$7.84M Buy
81,786
+10,201
+14% +$1.04M 0.15% 66
2024
Q4 		$7.38M Buy
71,585
+591
+0.8% +$61.6K 0.14% 62
2024
Q3 		$7.21M Sell
70,994
-11,598
-14% -$1.14M 0.17% 62
2024
Q2 		$8.05M Buy
82,592
+8,654
+12% +$809K 0.17% 55
2024
Q1 		$6.94M Sell
73,938
-9,599
-11% -$855K 0.16% 58
2023
Q4 		$7.05M Buy
83,537
+690
+0.8% +$54.4K 0.18% 60
2023
Q3 		$6.25M Sell
82,847
-2,154
-3% -$169K 0.17% 57
2023
Q2 		$6.58M Sell
85,001
-670
-0.8% -$48.9K 0.18% 57
2023
Q1 		$6.1M Buy
85,671
+9,223
+12% +$639K 0.18% 57
2022
Q4 		$5.07M Sell
76,448
-5,625
-7% -$373K 0.19% 62
2022
Q3 		$5.07M Buy
82,073
+4,773
+6% +$329K 0.63% 26
2022
Q2 		$5.13M Sell
77,300
-24,056
-24% -$1.72M 0.21% 56
2022
Q1 		$8.03M Buy
101,356
+3,306
+3% +$258K 0.29% 52
2021
Q4 		$8.27M Sell
98,050
-197
-0.2% -$16.1K 0.3% 50
2021
Q3 		$7.42M Buy
98,247
+12,557
+15% +$976K 0.29% 52
2021
Q2 		$6.43M Buy
85,690
+36,802
+75% +$2.68M 0.26% 53
2021
Q1 		$3.39M Buy
48,888
+34,766
+246% +$2.33M 0.16% 67
2020
Q4 		$917K Buy
+14,122
New +$868K 0.05% 122

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SUSL Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 5% in Q2 2026, buying an estimated $527K and bringing the position to 86,464 shares worth $11.5M. The position accounts for 0.15% of the portfolio, ranked #61.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SUSL in Q4 2020 and has held it in 23 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 86,464 shares of iShares ESG MSCI USA Leaders ETF worth $11.5M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 4,123 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $527K.
  • iShares ESG MSCI USA Leaders ETF made up 0.15% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and has held it in 23 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.