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Independent Advisor Alliance’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-22,256
Closed -$2.53M – 1567
2026
Q1 		$2.53M Buy
+22,256
New +$2.67M 0.03% 487
2025
Q1 		– Sell
-27,208
Closed -$2.8M – 1310
2024
Q4 		$2.8M Buy
+27,208
New +$2.84M 0.04% 421

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 $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Independent Advisor Alliance's SUSL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 22,256 shares — an estimated $2.53M sold.

Independent Advisor Alliance first reported a position in SUSL in Q4 2024 and held it in 2 quarters. The position peaked at $2.8M in Q4 2024. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 22,256 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $2.53M.
  • Independent Advisor Alliance first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares ESG MSCI USA Leaders ETF position peaked at $2.8M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.