Marino Stram & Associates’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Marino Stram & Associates’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	$325K	Hold	2,451	–	–	0.05%	156
2026 Q1	$278K	Hold	2,451	–	–	0.05%	156
2025 Q4	$297K	Hold	2,451	–	–	0.05%	152
2025 Q3	$287K	Hold	2,451	–	–	0.05%	155
2025 Q2	$266K	Hold	2,451	–	–	0.05%	153
2025 Q1	$235K	Hold	2,451	–	–	0.05%	152
2024 Q4	$253K	Hold	2,451	–	–	0.06%	150
2024 Q3	$249K	Hold	2,451	–	–	0.06%	152
2024 Q2	$239K	Hold	2,451	–	–	0.06%	147
2024 Q1	$230K	Hold	2,451	–	–	0.05%	158
2023 Q4	$207K	Buy	+2,451	New	+$193K	0.05%	162

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

Marino Stram & Associates's SUSL Position: Q2 2026 in Review

Marino Stram & Associates held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,451 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #156.

Marino Stram & Associates first reported a position in SUSL in Q4 2023 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Marino Stram & Associates held 2,451 shares of iShares ESG MSCI USA Leaders ETF worth $325K as of Q2 2026.
Marino Stram & Associates left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #156 holding.
Marino Stram & Associates first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2023 and has held it in 11 quarters since.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.