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

IFP 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	$364K	Hold	2,743	–	–	0.01%	1193
2026 Q1	$312K	Sell	2,743 -4	-0.1%	-$481	0.01%	1169
2025 Q4	$333K	Sell	2,747 -8	-0.3%	-$956	0.01%	1117
2025 Q3	$322K	Sell	2,755 -161	-6%	-$18.1K	0.01%	1058
2025 Q2	$316K	Buy	+2,916	New	+$291K	0.01%	1044
2023 Q3	–	Sell	-929	Closed	-$71.9K	–	3534
2023 Q2	$71.9K	Hold	929	–	–	﹤0.01%	1465
2023 Q1	$45.5K	Buy	929 +3	+0.3%	+$208	﹤0.01%	1626
2022 Q4	$45K	Buy	926 +18	+2%	+$1.19K	﹤0.01%	2319
2022 Q3	$44K	Hold	908	–	–	﹤0.01%	2470
2022 Q2	$44K	Hold	908	–	–	﹤0.01%	2257
2022 Q1	$44K	Sell	908 -95	-9%	-$7.42K	﹤0.01%	2257
2021 Q4	$85K	Hold	1,003	–	–	﹤0.01%	1335
2021 Q3	$76K	Hold	1,003	–	–	﹤0.01%	1411
2021 Q2	$75K	Hold	1,003	–	–	﹤0.01%	1361
2021 Q1	$69K	Hold	1,003	–	–	﹤0.01%	1322
2020 Q4	$65K	Hold	1,003	–	–	﹤0.01%	1334
2020 Q3	$58K	Sell	1,003 -911	-48%	-$52.4K	﹤0.01%	1235
2020 Q2	$101K	Buy	1,914 +911	+91%	+$46.6K	0.01%	924
2020 Q1	$46K	Sell	1,003 -166	-14%	-$8.83K	﹤0.01%	1160
2019 Q4	$65K	Buy	+1,169	New	+$62.3K	﹤0.01%	1150

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

IFP Advisors's SUSL Position: Q2 2026 in Review

IFP Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,743 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1193.

IFP Advisors first reported a position in SUSL in Q4 2019 and has held it in 20 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

IFP Advisors held 2,743 shares of iShares ESG MSCI USA Leaders ETF worth $364K as of Q2 2026.
IFP 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 IFP Advisors's portfolio in Q2 2026, its #1193 holding.
IFP Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2019 and has held it in 20 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.