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Clarity Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Clarity Asset Management’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 		– Sell
-115
Closed -$13K – 245
2026
Q1 		$13K Sell
115
-1,347
-92% -$162K 0.01% 216
2025
Q4 		$177K Sell
1,462
-18
-1% -$2.15K 0.1% 41
2025
Q3 		$173K Buy
1,480
+4
+0.3% +$449 0.1% 43
2025
Q2 		$160K Buy
1,476
+1
+0.1% +$100 0.1% 44
2025
Q1 		$141K Buy
1,475
+217
+17% +$22.1K 0.09% 41
2024
Q4 		$130K Sell
1,258
-2
-0.2% -$209 0.08% 44
2024
Q3 		$128K Sell
1,260
-19
-1% -$1.86K 0.09% 43
2024
Q2 		$125K Buy
+1,279
New +$120K 0.09% 45

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Clarity Asset Management's SUSL Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 115 shares — an estimated $13K sold.

Clarity Asset Management first reported a position in SUSL in Q2 2024 and held it in 8 quarters. The position peaked at $177K in Q4 2025. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 115 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $13K.
  • Clarity Asset Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and held it in 8 quarters.
  • Clarity Asset Management's iShares ESG MSCI USA Leaders ETF position peaked at $177K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.