Compass Ion Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Compass Ion 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	$1.3M	Buy	9,787 +81	+0.8%	+$10.4K	0.11%	99
2026 Q1	$1.1M	Buy	9,706 +106	+1%	+$12.7K	0.11%	104
2025 Q4	$1.16M	Hold	9,600	–	–	0.11%	98
2025 Q3	$1.12M	Hold	9,600	–	–	0.11%	102
2025 Q2	$1.04M	Hold	9,600	–	–	0.11%	96
2025 Q1	$920K	Hold	9,600	–	–	0.11%	104
2024 Q4	$989K	Hold	9,600	–	–	0.12%	101
2024 Q3	$975K	Hold	9,600	–	–	0.12%	100
2024 Q2	$901K	Hold	9,600	–	–	0.13%	94
2024 Q1	$901K	Hold	9,600	–	–	0.13%	95
2023 Q4	$810K	Hold	9,600	–	–	0.13%	105
2023 Q3	$724K	Buy	+9,600	New	+$751K	0.12%	109

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Compass Ion Advisors's SUSL Position: Q2 2026 in Review

Compass Ion Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.83% in Q2 2026, buying an estimated $10.4K and bringing the position to 9,787 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #99.

Compass Ion Advisors first reported a position in SUSL in Q3 2023 and has held it in 12 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Compass Ion Advisors held 9,787 shares of iShares ESG MSCI USA Leaders ETF worth $1.3M as of Q2 2026.
Compass Ion Advisors bought 81 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $10.4K.
iShares ESG MSCI USA Leaders ETF made up 0.11% of Compass Ion Advisors's portfolio in Q2 2026, its #99 holding.
Compass Ion Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 12 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.