BFC Planning, Inc.’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

BFC Planning, Inc.’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	$30.8K	Buy	+232	New	+$29.7K	﹤0.01%	1788

Other funds holding SUSL

Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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 $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

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

BFC Planning, Inc.'s SUSL Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 232 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings.

195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

BFC Planning, Inc. held 232 shares of iShares ESG MSCI USA Leaders ETF worth $30.8K as of Q2 2026.
iShares ESG MSCI USA Leaders ETF was a new BFC Planning, Inc. position in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1788 holding.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.