GHP Investment Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

GHP Investment 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	$127K	Buy	955 +635	+198%	+$81.2K	﹤0.01%	442
2026 Q1	$36.4K	Hold	320	–	–	﹤0.01%	596
2025 Q4	$38.8K	Hold	320	–	–	﹤0.01%	561
2025 Q3	$37.5K	Hold	320	–	–	﹤0.01%	561
2025 Q2	$34.7K	Hold	320	–	–	﹤0.01%	556
2025 Q1	$30.7K	Hold	320	–	–	﹤0.01%	550
2024 Q4	$33K	Sell	320 -255	-44%	-$26.6K	﹤0.01%	542
2024 Q3	$58.4K	Hold	575	–	–	﹤0.01%	497
2024 Q2	$56K	Hold	575	–	–	﹤0.01%	491
2024 Q1	$54K	Hold	575	–	–	﹤0.01%	493
2023 Q4	$48.5K	Hold	575	–	–	﹤0.01%	488
2023 Q3	$43.8K	Hold	575	–	–	﹤0.01%	510
2023 Q2	$44.9K	Sell	575 -394	-41%	-$28.8K	﹤0.01%	500
2023 Q1	$69.1K	Hold	969	–	–	﹤0.01%	464
2022 Q4	$64.3K	Hold	969	–	–	﹤0.01%	470
2022 Q3	$60K	Hold	969	–	–	﹤0.01%	465
2022 Q2	$64K	Hold	969	–	–	﹤0.01%	454
2022 Q1	$77K	Buy	+969	New	+$75.7K	0.01%	448

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

GHP Investment Advisors's SUSL Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 198% in Q2 2026, buying an estimated $81.2K and bringing the position to 955 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

GHP Investment Advisors first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

GHP Investment Advisors held 955 shares of iShares ESG MSCI USA Leaders ETF worth $127K as of Q2 2026.
GHP Investment Advisors bought 635 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $81.2K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #442 holding.
GHP Investment Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.