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EverSource Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

EverSource Wealth 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 		$601K Sell
4,529
-3
-0.1% -$383 0.02% 501
2026
Q1 		$515K Sell
4,532
-332
-7% -$39.9K 0.02% 600
2025
Q4 		$590K Buy
4,864
+419
+9% +$50.1K 0.02% 486
2025
Q3 		$520K Hold
4,445
– – 0.02% 487
2025
Q2 		$482K Sell
4,445
-106
-2% -$10.6K 0.02% 467
2025
Q1 		$436K Sell
4,551
-419
-8% -$42.8K 0.02% 414
2024
Q4 		$512K Sell
4,970
-140
-3% -$14.6K 0.03% 363
2024
Q3 		$519K Hold
5,110
– – 0.03% 319
2024
Q2 		$499K Hold
5,110
– – 0.03% 316
2024
Q1 		$459K Sell
5,110
-83
-2% -$7.39K 0.04% 282
2023
Q4 		$438K Hold
5,193
– – 0.04% 263
2023
Q3 		$392K Sell
5,193
-597
-10% -$46.7K 0.04% 257
2023
Q2 		$448K Hold
5,790
– – 0.05% 243
2023
Q1 		$413K Sell
5,790
-325
-5% -$22.5K 0.05% 246
2022
Q4 		$405K Buy
6,115
+504
+9% +$33.4K 0.06% 227
2022
Q3 		$346K Buy
5,611
+1,590
+40% +$110K 0.08% 217
2022
Q2 		$267K Sell
4,021
-1,028
-20% -$73.6K 0.07% 225
2022
Q1 		$399K Buy
+5,049
New +$395K 0.1% 176

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

EverSource Wealth Advisors's SUSL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.07% in Q2 2026, selling an estimated $383 and leaving 4,529 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #501.

EverSource Wealth Advisors first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • EverSource Wealth Advisors held 4,529 shares of iShares ESG MSCI USA Leaders ETF worth $601K as of Q2 2026.
  • EverSource Wealth Advisors sold 3 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $383.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #501 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.