Commonwealth Equity Services
SUSL icon

Commonwealth Equity Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Commonwealth Equity 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 		$6.5M Sell
48,949
-3,047
-6% -$389K 0.01% 1221
2026
Q1 		$5.91M Sell
51,996
-3,791
-7% -$456K 0.01% 1227
2025
Q4 		$6.77M Sell
55,787
-5,312
-9% -$635K 0.01% 1118
2025
Q3 		$7.15M Buy
61,099
+3,488
+6% +$392K 0.01% 1109
2025
Q2 		$6.24M Buy
57,611
+2,156
+4% +$215K 0.01% 1171
2025
Q1 		$5.31M Sell
55,455
-1,119
-2% -$114K 0.01% 1247
2024
Q4 		$5.83M Sell
56,574
-169
-0.3% -$17.6K 0.01% 1149
2024
Q3 		$5.76M Sell
56,743
-926
-2% -$90.9K 0.01% 1127
2024
Q2 		$5.62M Buy
57,669
+342
+0.6% +$32K 0.01% 1125
2024
Q1 		$5.38M Buy
57,327
+6,019
+12% +$536K 0.01% 1119
2023
Q4 		$4.33M Buy
51,308
+1,389
+3% +$109K 0.01% 1191
2023
Q3 		$3.76M Sell
49,919
-1,348
-3% -$106K 0.01% 1195
2023
Q2 		$3.97M Buy
51,267
+784
+2% +$57.2K 0.01% 1174
2023
Q1 		$3.6M Sell
50,483
-7,037
-12% -$487K 0.01% 1197
2022
Q4 		$3.81M Buy
57,520
+5,026
+10% +$333K 0.01% 1115
2022
Q3 		$3.24M Buy
52,494
+7,771
+17% +$536K 0.01% 1126
2022
Q2 		$2.97M Buy
44,723
+17,715
+66% +$1.27M 0.01% 1185
2022
Q1 		$2.14M Sell
27,008
-3,705
-12% -$290K ﹤0.01% 1461
2021
Q4 		$2.59M Buy
30,713
+655
+2% +$53.5K 0.01% 1320
2021
Q3 		$2.27M Buy
30,058
+2,320
+8% +$180K 0.01% 1352
2021
Q2 		$2.08M Buy
27,738
+1,535
+6% +$112K 0.01% 1396
2021
Q1 		$1.81M Buy
26,203
+5,360
+26% +$360K 0.01% 1393
2020
Q4 		$1.35M Buy
20,843
+9,429
+83% +$579K ﹤0.01% 1465
2020
Q3 		$664K Buy
11,414
+689
+6% +$39.6K ﹤0.01% 1767
2020
Q2 		$580K Buy
+10,725
New +$549K ﹤0.01% 1783

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

Commonwealth Equity Services's SUSL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 5.9% in Q2 2026, selling an estimated $389K and leaving 48,949 shares worth $6.5M. The position accounts for 0.01% of the portfolio, ranked #1221.

Commonwealth Equity Services first reported a position in SUSL in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.15M in Q3 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Commonwealth Equity Services held 48,949 shares of iShares ESG MSCI USA Leaders ETF worth $6.5M as of Q2 2026.
  • Commonwealth Equity Services sold 3,047 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $389K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1221 holding.
  • Commonwealth Equity Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 25 quarters since.
  • Commonwealth Equity Services's iShares ESG MSCI USA Leaders ETF position peaked at $7.15M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.