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

GenTrust’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	$413K	Hold	3,112	–	–	0.02%	147
2026 Q1	$354K	Hold	3,112	–	–	0.02%	182
2025 Q4	$377K	Sell	3,112 -2,563	-45%	-$306K	0.02%	195
2025 Q3	$664K	Hold	5,675	–	–	0.03%	124
2025 Q2	$615K	Hold	5,675	–	–	0.03%	115
2025 Q1	$544K	Hold	5,675	–	–	0.03%	122
2024 Q4	$585K	Hold	5,675	–	–	0.03%	130
2024 Q3	$576K	Hold	5,675	–	–	0.03%	128
2024 Q2	$553K	Hold	5,675	–	–	0.03%	119
2024 Q1	$533K	Hold	5,675	–	–	0.03%	96
2023 Q4	$479K	Hold	5,675	–	–	0.03%	98
2023 Q3	$430K	Hold	5,675	–	–	0.03%	105
2023 Q2	$439K	Hold	5,675	–	–	0.03%	108
2023 Q1	$404K	Hold	5,675	–	–	0.03%	114
2022 Q4	$376K	Buy	+5,675	New	+$376K	0.03%	103

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

GenTrust's SUSL Position: Q2 2026 in Review

GenTrust held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 3,112 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #147.

GenTrust first reported a position in SUSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $664K in Q3 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

GenTrust held 3,112 shares of iShares ESG MSCI USA Leaders ETF worth $413K as of Q2 2026.
GenTrust left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.02% of GenTrust's portfolio in Q2 2026, its #147 holding.
GenTrust first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and has held it in 15 quarters since.
GenTrust's iShares ESG MSCI USA Leaders ETF position peaked at $664K in Q3 2025.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.