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Financial Freedom LLC’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Financial Freedom LLC’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 		– Sell
-21
Closed -$2.39K – 349
2026
Q1 		$2.39K Hold
21
– – ﹤0.01% 388
2025
Q4 		$2.55K Hold
21
– – ﹤0.01% 310
2025
Q3 		$2.46K Buy
+21
New +$2.36K ﹤0.01% 331

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

Financial Freedom LLC's SUSL Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 21 shares — an estimated $2.39K sold.

Financial Freedom LLC first reported a position in SUSL in Q3 2025 and held it in 3 quarters. The position peaked at $2.55K in Q4 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Financial Freedom LLC reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 21 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $2.39K.
  • Financial Freedom LLC first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2025 and held it in 3 quarters.
  • Financial Freedom LLC's iShares ESG MSCI USA Leaders ETF position peaked at $2.55K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.