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

Cypress 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 		$1.76M Sell
13,229
-296
-2% -$37.8K 0.22% 82
2026
Q1 		$1.54M Buy
13,525
+137
+1% +$16.5K 0.22% 92
2025
Q4 		$1.62M Hold
13,388
– – 0.22% 84
2025
Q3 		$1.57M Sell
13,388
-186
-1% -$20.9K 0.26% 74
2025
Q2 		$1.47M Sell
13,574
-16
-0.1% -$1.59K 0.26% 73
2025
Q1 		$1.3M Sell
13,590
-1,848
-12% -$189K 0.26% 73
2024
Q4 		$1.59M Sell
15,438
-23
-0.1% -$2.4K 0.32% 65
2024
Q3 		$1.57M Buy
15,461
+5
+0% +$491 0.32% 62
2024
Q2 		$1.51M Sell
15,456
-1,480
-9% -$138K 0.34% 62
2024
Q1 		$1.59M Sell
16,936
-54
-0.3% -$4.81K 0.37% 60
2023
Q4 		$1.43M Sell
16,990
-2,272
-12% -$179K 0.36% 57
2023
Q3 		$1.45M Sell
19,262
-1,819
-9% -$142K 0.4% 53
2023
Q2 		$1.67M Sell
21,081
-2,271
-10% -$166K 0.44% 50
2023
Q1 		$1.66M Sell
23,352
-2,059
-8% -$143K 0.49% 45
2022
Q4 		$1.69M Buy
25,411
+607
+2% +$40.2K 0.54% 42
2022
Q3 		$1.54M Sell
24,804
-459
-2% -$31.7K 0.53% 45
2022
Q2 		$1.68M Buy
25,263
+8,378
+50% +$599K 0.54% 48
2022
Q1 		$1.34M Buy
16,885
+12,495
+285% +$976K 0.36% 54
2021
Q4 		$370K Buy
+4,390
New +$359K 0.1% 148

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

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

Cypress Wealth Services reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.2% in Q2 2026, selling an estimated $37.8K and leaving 13,229 shares worth $1.76M. The position accounts for 0.22% of the portfolio, ranked #82.

Cypress Wealth Services first reported a position in SUSL in Q4 2021 and has held it in 19 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Cypress Wealth Services held 13,229 shares of iShares ESG MSCI USA Leaders ETF worth $1.76M as of Q2 2026.
  • Cypress Wealth Services sold 296 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $37.8K.
  • iShares ESG MSCI USA Leaders ETF made up 0.22% of Cypress Wealth Services's portfolio in Q2 2026, its #82 holding.
  • Cypress Wealth Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 19 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

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