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Mather Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Mather Group’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 		$2.14M Sell
16,140
-215
-1% -$27.5K 0.02% 261
2026
Q1 		$1.86M Sell
16,355
-682
-4% -$82K 0.02% 237
2025
Q4 		$2.07M Hold
17,037
– – 0.02% 200
2025
Q3 		$1.99M Sell
17,037
-215
-1% -$24.2K 0.02% 198
2025
Q2 		$1.87M Buy
17,252
+837
+5% +$83.4K 0.02% 198
2025
Q1 		$1.57M Sell
16,415
-846
-5% -$86.3K 0.02% 199
2024
Q4 		$1.78M Hold
17,261
– – 0.02% 172
2024
Q3 		$1.75M Sell
17,261
-318
-2% -$31.2K 0.02% 178
2024
Q2 		$1.65M Sell
17,579
-90
-0.5% -$8.41K 0.02% 208
2024
Q1 		$1.49M Hold
17,669
– – 0.02% 175
2023
Q4 		$1.49M Sell
17,669
-46
-0.3% -$3.62K 0.02% 180
2023
Q3 		$1.34M Buy
17,715
+9,187
+108% +$719K 0.02% 180
2023
Q2 		$660K Buy
8,528
+165
+2% +$12K 0.01% 298
2023
Q1 		$596K Hold
8,363
– – 0.01% 298
2022
Q4 		$555K Buy
8,363
+2,555
+44% +$169K 0.01% 301
2022
Q3 		$359K Buy
5,808
+1,707
+42% +$118K 0.01% 333
2022
Q2 		$272K Buy
+4,101
New +$293K 0.01% 322

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

Mather Group's SUSL Position: Q2 2026 in Review

Mather Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.3% in Q2 2026, selling an estimated $27.5K and leaving 16,140 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #261.

Mather Group first reported a position in SUSL in Q2 2022 and has held it in 17 quarters since. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Mather Group held 16,140 shares of iShares ESG MSCI USA Leaders ETF worth $2.14M as of Q2 2026.
  • Mather Group sold 215 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $27.5K.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of Mather Group's portfolio in Q2 2026, its #261 holding.
  • Mather Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 17 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.