HB Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

HB Wealth Management’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	$3.11M	Buy	23,443 +4,386	+23%	+$561K	0.02%	366
2026 Q1	$2.16M	Buy	19,057 +2,071	+12%	+$249K	0.01%	411
2025 Q4	$2.06M	Buy	16,986 +2,583	+18%	+$309K	0.01%	407
2025 Q3	$1.69M	Buy	14,403 +8,350	+138%	+$938K	0.01%	455
2025 Q2	$656K	Sell	6,053 -42	-0.7%	-$4.19K	0.01%	657
2025 Q1	$584K	Buy	6,095 +3,001	+97%	+$306K	﹤0.01%	720
2024 Q4	$319K	Sell	3,094 -141	-4%	-$14.7K	﹤0.01%	789
2024 Q3	$328K	Buy	3,235 +392	+14%	+$38.5K	﹤0.01%	728
2024 Q2	$277K	Buy	+2,843	New	+$266K	﹤0.01%	743

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

HB Wealth Management's SUSL Position: Q2 2026 in Review

HB Wealth Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 23% in Q2 2026, buying an estimated $561K and bringing the position to 23,443 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #366.

HB Wealth Management first reported a position in SUSL in Q2 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

HB Wealth Management held 23,443 shares of iShares ESG MSCI USA Leaders ETF worth $3.11M as of Q2 2026.
HB Wealth Management bought 4,386 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $561K.
iShares ESG MSCI USA Leaders ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #366 holding.
HB Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.