Fragasso Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Fragasso Financial 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	$663K	Buy	4,995 +10	+0.2%	+$1.28K	0.04%	192
2026 Q1	$574K	Sell	4,985 -36	-0.7%	-$4.33K	0.03%	188
2025 Q4	$609K	Buy	5,021 +15	+0.3%	+$1.79K	0.04%	178
2025 Q3	$590K	Buy	5,006 +386	+8%	+$43.4K	0.04%	175
2025 Q2	$501K	Buy	4,620 +411	+10%	+$41K	0.03%	184
2025 Q1	$403K	Buy	4,209 +395	+10%	+$40.3K	0.03%	191
2024 Q4	$393K	Hold	3,814	–	–	0.03%	184
2024 Q3	$387K	Hold	3,814	–	–	0.03%	184
2024 Q2	$372K	Buy	+3,814	New	+$356K	0.03%	183

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

Fragasso Financial Advisors's SUSL Position: Q2 2026 in Review

Fragasso Financial Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.2% in Q2 2026, buying an estimated $1.28K and bringing the position to 4,995 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #192.

Fragasso Financial Advisors first reported a position in SUSL in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Fragasso Financial Advisors held 4,995 shares of iShares ESG MSCI USA Leaders ETF worth $663K as of Q2 2026.
Fragasso Financial Advisors bought 10 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1.28K.
iShares ESG MSCI USA Leaders ETF made up 0.04% of Fragasso Financial Advisors's portfolio in Q2 2026, its #192 holding.
Fragasso Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.