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Confluence Wealth Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Confluence Wealth 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 		$233K Buy
+1,752
New +$224K 0.01% 438
2026
Q1 		– Sell
-1,773
Closed -$215K – 378
2025
Q4 		$215K Buy
1,773
+18
+1% +$2.15K 0.01% 359
2025
Q3 		$205K Buy
+1,755
New +$197K 0.01% 360
2022
Q1 		– Sell
-651
Closed -$54K – 1040
2021
Q4 		$54K Buy
+651
New +$53.2K 0.02% 455

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
XFP
Xena Financial Planning Portland, Oregon $104M AUM
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 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

Confluence Wealth Services's SUSL Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 1,752 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in SUSL as recently as Q4 2025.

Confluence Wealth Services first reported a position in SUSL in Q4 2021 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Confluence Wealth Services held 1,752 shares of iShares ESG MSCI USA Leaders ETF worth $233K as of Q2 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Confluence Wealth Services position in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #438 holding.
  • Confluence Wealth Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.