Jones Financial Companies
SUSL icon

Jones Financial Companies’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Jones Financial Companies’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 		$1.46M Buy
11,263
+4,470
+66% +$571K ﹤0.01% 1705
2026
Q1 		$751K Buy
6,793
+2,910
+75% +$350K ﹤0.01% 1841
2025
Q4 		$471K Buy
3,883
+540
+16% +$64.5K ﹤0.01% 1543
2025
Q3 		$387K Buy
3,343
+492
+17% +$55.3K ﹤0.01% 1499
2025
Q2 		$308K Buy
2,851
+629
+28% +$62.7K ﹤0.01% 1480
2025
Q1 		$212K Buy
2,222
+1,129
+103% +$115K ﹤0.01% 1474
2024
Q4 		$113K Buy
1,093
+867
+384% +$90.4K ﹤0.01% 1586
2024
Q3 		$22.9K Buy
226
+100
+79% +$9.81K ﹤0.01% 1913
2024
Q2 		$12.3K Buy
+126
New +$11.8K ﹤0.01% 1695

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 $67.3B AUM 21.9% 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

Jones Financial Companies's SUSL Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 66% in Q2 2026, buying an estimated $571K and bringing the position to 11,263 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Jones Financial Companies first reported a position in SUSL in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Jones Financial Companies held 11,263 shares of iShares ESG MSCI USA Leaders ETF worth $1.46M as of Q2 2026.
  • Jones Financial Companies bought 4,470 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $571K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1705 holding.
  • Jones Financial Companies first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 9 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.