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

Harbour Investments’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	$35.4K	Hold	267	–	–	﹤0.01%	2591
2026 Q1	$30.3K	Hold	267	–	–	﹤0.01%	2628
2025 Q4	$32.4K	Hold	267	–	–	﹤0.01%	2171
2025 Q3	$31.3K	Hold	267	–	–	﹤0.01%	2120
2025 Q2	$28.9K	Sell	267 -267	-50%	-$26.6K	﹤0.01%	2064
2025 Q1	$51.2K	Hold	534	–	–	﹤0.01%	1745
2024 Q4	$55K	Hold	534	–	–	﹤0.01%	1657
2024 Q3	$54.2K	Sell	534 -3,289	-86%	-$323K	﹤0.01%	1619
2024 Q2	$372K	Sell	3,823 -81	-2%	-$7.57K	0.01%	717
2024 Q1	$366K	Sell	3,904 -35	-0.9%	-$3.12K	0.01%	704
2023 Q4	$332K	Buy	3,939 +3,405	+638%	+$268K	0.01%	680
2023 Q3	$40.3K	Hold	534	–	–	﹤0.01%	1448
2023 Q2	$41.3K	Buy	+534	New	+$39K	﹤0.01%	1443

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

Harbour Investments's SUSL Position: Q2 2026 in Review

Harbour Investments held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 267 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Harbour Investments first reported a position in SUSL in Q2 2023 and has held it in 13 quarters since. The position peaked at $372K in Q2 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Harbour Investments held 267 shares of iShares ESG MSCI USA Leaders ETF worth $35.4K as of Q2 2026.
Harbour Investments 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 Harbour Investments's portfolio in Q2 2026, its #2591 holding.
Harbour Investments first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and has held it in 13 quarters since.
Harbour Investments's iShares ESG MSCI USA Leaders ETF position peaked at $372K in Q2 2024.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.