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Csenge Advisory Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Csenge Advisory 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 		$1.01M Sell
7,632
-161
-2% -$20.6K 0.04% 318
2026
Q1 		$885K Sell
7,793
-207
-3% -$24.9K 0.04% 321
2025
Q4 		$970K Buy
8,000
+6
+0.1% +$717 0.04% 311
2025
Q3 		$936K Sell
7,994
-28
-0.3% -$3.15K 0.04% 301
2025
Q2 		$831K Sell
8,022
-876
-10% -$87.3K 0.04% 306
2025
Q1 		$810K Sell
8,898
-721
-7% -$73.6K 0.05% 290
2024
Q4 		$991K Sell
9,619
-544
-5% -$56.7K 0.05% 269
2024
Q3 		$1.04M Sell
10,163
-755
-7% -$74.1K 0.05% 262
2024
Q2 		$1.06M Sell
10,918
-62
-0.6% -$5.79K 0.06% 235
2024
Q1 		$1.03M Sell
10,980
-159
-1% -$14.2K 0.06% 257
2023
Q4 		$940K Sell
11,139
-3,917
-26% -$309K 0.06% 246
2023
Q3 		$1.14M Sell
15,056
-3,365
-18% -$263K 0.08% 197
2023
Q2 		$1.43M Sell
18,421
-1,256
-6% -$91.7K 0.1% 168
2023
Q1 		$1.4M Sell
19,677
-1,332
-6% -$92.3K 0.1% 161
2022
Q4 		$1.39M Sell
21,009
-5,416
-20% -$359K 0.11% 162
2022
Q3 		$1.63M Buy
26,425
+15,786
+148% +$1.09M 0.14% 142
2022
Q2 		$706K Sell
10,639
-1,372
-11% -$98.2K 0.06% 279
2022
Q1 		$951K Buy
12,011
+4,950
+70% +$387K 0.08% 227
2021
Q4 		$533K Sell
7,061
-3,281
-32% -$268K 0.05% 328
2021
Q3 		$790K Buy
10,342
+3,281
+46% +$255K 0.07% 269
2021
Q2 		$533K Buy
7,061
+3,315
+88% +$242K 0.05% 329
2021
Q1 		$269K Buy
+3,746
New +$252K 0.03% 413

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

Csenge Advisory Group's SUSL Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.1% in Q2 2026, selling an estimated $20.6K and leaving 7,632 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #318.

Csenge Advisory Group first reported a position in SUSL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.63M in Q3 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Csenge Advisory Group held 7,632 shares of iShares ESG MSCI USA Leaders ETF worth $1.01M as of Q2 2026.
  • Csenge Advisory Group sold 161 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $20.6K.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Csenge Advisory Group's portfolio in Q2 2026, its #318 holding.
  • Csenge Advisory Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 22 quarters since.
  • Csenge Advisory Group's iShares ESG MSCI USA Leaders ETF position peaked at $1.63M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.