Janney Montgomery Scott
SUSL icon

Janney Montgomery Scott’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Janney Montgomery Scott’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 		$239K Hold
1,800
– – ﹤0.01% 2888
2026
Q1 		$204K Hold
1,800
– – ﹤0.01% 2623
2025
Q4 		$218K Hold
1,800
– – ﹤0.01% 2763
2025
Q3 		$211K Buy
+1,800
New +$202K ﹤0.01% 2708
2025
Q1 		– Sell
-2,050
Closed -$211K – 2862
2024
Q4 		$211K Hold
2,050
– – ﹤0.01% 2527
2024
Q3 		$208K Buy
+2,050
New +$201K ﹤0.01% 2496

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

Janney Montgomery Scott's SUSL Position: Q2 2026 in Review

Janney Montgomery Scott held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 1,800 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

Janney Montgomery Scott first reported a position in SUSL in Q3 2024 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Janney Montgomery Scott held 1,800 shares of iShares ESG MSCI USA Leaders ETF worth $239K as of Q2 2026.
  • Janney Montgomery Scott 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 Janney Montgomery Scott's portfolio in Q2 2026, its #2888 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.