FG
SUSL icon

Foster Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Foster Group’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 		$462K Sell
3,478
-31
-0.9% -$3.96K 0.01% 190
2026
Q1 		$399K Sell
3,509
-129
-4% -$15.5K 0.01% 183
2025
Q4 		$441K Buy
3,638
+99
+3% +$11.8K 0.01% 167
2025
Q3 		$414K Buy
3,539
+44
+1% +$4.94K 0.01% 163
2025
Q2 		$379K Buy
3,495
+211
+6% +$21K 0.01% 161
2025
Q1 		$315K Buy
3,284
+55
+2% +$5.61K 0.01% 155
2024
Q4 		$333K Buy
3,229
+42
+1% +$4.38K 0.01% 144
2024
Q3 		$323K Buy
3,187
+149
+5% +$14.6K 0.01% 152
2024
Q2 		$296K Buy
3,038
+25
+0.8% +$2.34K 0.01% 163
2024
Q1 		$283K Sell
3,013
-38
-1% -$3.38K 0.01% 162
2023
Q4 		$230K Hold
3,051
– – 0.01% 154
2023
Q3 		$230K Sell
3,051
-5
-0.2% -$391 0.01% 154
2023
Q2 		$237K Buy
+3,056
New +$223K 0.01% 157
2023
Q1 		– Sell
-3,404
Closed -$226K – 164
2022
Q4 		$226K Buy
3,404
+119
+4% +$7.89K 0.02% 136
2022
Q3 		$203K Buy
3,285
+190
+6% +$13.1K 0.02% 128
2022
Q2 		$205K Buy
3,095
+368
+13% +$26.3K 0.01% 135
2022
Q1 		$216K Buy
2,727
+238
+10% +$18.6K 0.02% 134
2021
Q4 		$210K Buy
+2,489
New +$203K 0.02% 135

Other funds holding SUSL

Wealth Enhancement Advisory Services
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
TC
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

Foster Group's SUSL Position: Q2 2026 in Review

Foster Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.88% in Q2 2026, selling an estimated $3.96K and leaving 3,478 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #190.

Foster Group first reported a position in SUSL in Q4 2021 and has held it in 18 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Foster Group held 3,478 shares of iShares ESG MSCI USA Leaders ETF worth $462K as of Q2 2026.
  • Foster Group sold 31 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $3.96K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Foster Group's portfolio in Q2 2026, its #190 holding.
  • Foster Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 18 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.