Diversified Trust’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Diversified Trust’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	$252K	Hold	1,901	–	–	﹤0.01%	980
2026 Q1	$216K	Sell	1,901 -105	-5%	-$12.6K	﹤0.01%	960
2025 Q4	$243K	Hold	2,006	–	–	﹤0.01%	899
2025 Q3	$235K	Sell	2,006 -555	-22%	-$62.4K	﹤0.01%	875
2025 Q2	$277K	Sell	2,561 -524	-17%	-$52.2K	0.01%	774
2025 Q1	$296K	Sell	3,085 -330	-10%	-$33.7K	0.01%	737
2024 Q4	$352K	Hold	3,415	–	–	0.01%	704
2024 Q3	$347K	Hold	3,415	–	–	0.01%	698
2024 Q2	$333K	Sell	3,415 -190	-5%	-$17.8K	0.01%	657
2024 Q1	$338K	Hold	3,605	–	–	0.01%	627
2023 Q4	$304K	Hold	3,605	–	–	0.01%	659
2023 Q3	$272K	Hold	3,605	–	–	0.01%	659
2023 Q2	$279K	Hold	3,605	–	–	0.01%	663
2023 Q1	$257K	Sell	3,605 -80	-2%	-$5.54K	0.01%	683
2022 Q4	$244K	Hold	3,685	–	–	0.01%	661
2022 Q3	$228K	Hold	3,685	–	–	0.01%	656
2022 Q2	$245K	Sell	3,685 -130	-3%	-$9.3K	0.01%	627
2022 Q1	$302K	Sell	3,815 -170	-4%	-$13.3K	0.01%	617
2021 Q4	$336K	Sell	3,985 -50	-1%	-$4.08K	0.01%	596
2021 Q3	$305K	Hold	4,035	–	–	0.01%	591
2021 Q2	$303K	Hold	4,035	–	–	0.01%	542
2021 Q1	$280K	Buy	+4,035	New	+$271K	0.01%	566

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

Diversified Trust's SUSL Position: Q2 2026 in Review

Diversified Trust held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 1,901 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Diversified Trust first reported a position in SUSL in Q1 2021 and has held it in 22 quarters since. The position peaked at $352K in Q4 2024. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Diversified Trust held 1,901 shares of iShares ESG MSCI USA Leaders ETF worth $252K as of Q2 2026.
Diversified Trust 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 Diversified Trust's portfolio in Q2 2026, its #980 holding.
Diversified Trust first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 22 quarters since.
Diversified Trust's iShares ESG MSCI USA Leaders ETF position peaked at $352K in Q4 2024.
37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.