HFS
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Hantz Financial Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Hantz Financial Services’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 		$58K Sell
437
-21
-5% -$2.68K ﹤0.01% 1609
2026
Q1 		$52K Hold
458
– – ﹤0.01% 1547
2025
Q4 		$56K Buy
+458
New +$54.7K ﹤0.01% 1391

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Hantz Financial Services's SUSL Position: Q2 2026 in Review

Hantz Financial Services reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 4.6% in Q2 2026, selling an estimated $2.68K and leaving 437 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Hantz Financial Services first reported a position in SUSL in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Hantz Financial Services held 437 shares of iShares ESG MSCI USA Leaders ETF worth $58K as of Q2 2026.
  • Hantz Financial Services sold 21 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $2.68K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1609 holding.
  • Hantz Financial Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.