HHM Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

HHM Wealth 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	$6.11K	Hold	46	–	–	﹤0.01%	702
2026 Q1	$5.23K	Hold	46	–	–	﹤0.01%	712
2025 Q4	$5.58K	Sell	46 -91	-66%	-$10.9K	﹤0.01%	694
2025 Q3	$16K	Hold	137	–	–	﹤0.01%	549
2025 Q2	$14.8K	Hold	137	–	–	﹤0.01%	554
2025 Q1	$13.1K	Hold	137	–	–	﹤0.01%	561
2024 Q4	$14.1K	Hold	137	–	–	﹤0.01%	548
2024 Q3	$13.9K	Hold	137	–	–	﹤0.01%	513
2024 Q2	$13.3K	Hold	137	–	–	﹤0.01%	511
2024 Q1	$12.9K	Hold	137	–	–	﹤0.01%	484
2023 Q4	$11.6K	Sell	137 -19	-12%	-$1.5K	﹤0.01%	492
2023 Q3	$11.8K	Hold	156	–	–	﹤0.01%	477
2023 Q2	$12.1K	Hold	156	–	–	﹤0.01%	498
2023 Q1	$11.1K	Hold	156	–	–	﹤0.01%	503
2022 Q4	$10.3K	Hold	156	–	–	﹤0.01%	444
2022 Q3	$10K	Hold	156	–	–	﹤0.01%	444
2022 Q2	$10K	Buy	+156	New	+$11.2K	﹤0.01%	546

Other funds holding SUSL

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HHM Wealth Advisors's SUSL Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 46 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

HHM Wealth Advisors first reported a position in SUSL in Q2 2022 and has held it in 17 quarters since. The position peaked at $16K in Q3 2025. 68 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

HHM Wealth Advisors held 46 shares of iShares ESG MSCI USA Leaders ETF worth $6.11K as of Q2 2026.
HHM Wealth 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 HHM Wealth Advisors's portfolio in Q2 2026, its #702 holding.
HHM Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 17 quarters since.
HHM Wealth Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $16K in Q3 2025.
68 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.