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

Gladwyn 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 		$17.1K Hold
129
– – 0.01% 70
2026
Q1 		$14.6K Hold
129
– – 0.01% 74
2025
Q4 		$15.6K Buy
129
+1
+0.8% +$120 0.01% 76
2025
Q3 		$15K Hold
128
– – 0.01% 74
2025
Q2 		$13.9K Buy
+128
New +$12.8K 0.01% 70

Other funds holding SUSL

Wealth Enhancement Advisory Services
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 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

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

Gladwyn Financial Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 129 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #70.

Gladwyn Financial Advisors first reported a position in SUSL in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Gladwyn Financial Advisors held 129 shares of iShares ESG MSCI USA Leaders ETF worth $17.1K as of Q2 2026.
  • Gladwyn Financial Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Gladwyn Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.