Community Financial Services Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Community Financial Services Group’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	$58.9K	Hold	444	–	–	0.01%	219
2026 Q1	$50.9K	Buy	+444	New	+$53.4K	0.01%	191
2024 Q2	–	Sell	-4,611	Closed	-$433K	–	134
2024 Q1	$433K	Buy	+4,611	New	+$411K	0.1%	111
2023 Q3	$1.56M	Buy	+20,751	New	+$1.62M	0.39%	45
2021 Q4	$926K	Buy	10,974 +3,537	+48%	+$289K	0.23%	56
2021 Q3	$562K	Buy	7,437 +710	+11%	+$55.2K	0.15%	73
2021 Q2	$505K	Buy	+6,727	New	+$491K	0.14%	77

Other funds holding SUSL

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

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

Community Financial Services Group's SUSL Position: Q2 2026 in Review

Community Financial Services Group held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 444 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #219.

Community Financial Services Group first reported a position in SUSL in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2023. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Community Financial Services Group held 444 shares of iShares ESG MSCI USA Leaders ETF worth $58.9K as of Q2 2026.
Community Financial Services Group left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #219 holding.
Community Financial Services Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and has held it in 7 quarters since.
Community Financial Services Group's iShares ESG MSCI USA Leaders ETF position peaked at $1.56M in Q3 2023.
37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.