First Pacific Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

First Pacific Financial’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	$225K	Buy	1,698 +4	+0.2%	+$511	0.03%	171
2026 Q1	$192K	Buy	1,694 +4	+0.2%	+$481	0.02%	167
2025 Q4	$205K	Buy	1,690 +5	+0.3%	+$598	0.03%	168
2025 Q3	$197K	Buy	1,685 +5	+0.3%	+$562	0.03%	166
2025 Q2	$182K	Hold	1,680	–	–	0.03%	167
2025 Q1	$161K	Hold	1,680	–	–	0.03%	141
2024 Q4	$173K	Buy	1,680 +1,080	+180%	+$113K	0.04%	141
2024 Q3	$60.9K	Buy	+600	New	+$58.9K	0.01%	187

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

First Pacific Financial's SUSL Position: Q2 2026 in Review

First Pacific Financial increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.24% in Q2 2026, buying an estimated $511 and bringing the position to 1,698 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #171.

First Pacific Financial first reported a position in SUSL in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

First Pacific Financial held 1,698 shares of iShares ESG MSCI USA Leaders ETF worth $225K as of Q2 2026.
First Pacific Financial bought 4 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $511.
iShares ESG MSCI USA Leaders ETF made up 0.03% of First Pacific Financial's portfolio in Q2 2026, its #171 holding.
First Pacific Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.