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

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

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. 193 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.
193 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.