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Mayflower Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Mayflower Financial Advisors’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 		$428K Hold
3,222
– – 0.04% 310
2026
Q1 		$366K Hold
3,222
– – 0.04% 313
2025
Q4 		$391K Hold
3,222
– – 0.05% 287
2025
Q3 		$377K Hold
3,222
– – 0.05% 298
2025
Q2 		$349K Hold
3,222
– – 0.05% 297
2025
Q1 		$309K Sell
3,222
-591
-15% -$60.3K 0.05% 301
2024
Q4 		$393K Sell
3,813
-10
-0.3% -$1.04K 0.06% 253
2024
Q3 		$388K Buy
3,823
+222
+6% +$21.8K 0.06% 257
2024
Q2 		$351K Sell
3,601
-198
-5% -$18.5K 0.06% 263
2024
Q1 		$357K Sell
3,799
-1,122
-23% -$99.9K 0.06% 256
2023
Q4 		$415K Sell
4,921
-1,502
-23% -$118K 0.06% 221
2023
Q3 		$484K Sell
6,423
-2,476
-28% -$194K 0.07% 197
2023
Q2 		$689K Sell
8,899
-1,303
-13% -$95.1K 0.09% 166
2023
Q1 		$727K Sell
10,202
-6,722
-40% -$466K 0.1% 156
2022
Q4 		$1.12M Buy
16,924
+3,361
+25% +$223K 0.16% 115
2022
Q3 		$838K Sell
13,563
-17,672
-57% -$1.22M 0.14% 118
2022
Q2 		$2.07M Buy
31,235
+23,721
+316% +$1.7M 0.32% 65
2022
Q1 		$595K Buy
+7,514
New +$587K 0.08% 180

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

Mayflower Financial Advisors's SUSL Position: Q2 2026 in Review

Mayflower Financial Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 3,222 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #310.

Mayflower Financial Advisors first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.07M in Q2 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Mayflower Financial Advisors held 3,222 shares of iShares ESG MSCI USA Leaders ETF worth $428K as of Q2 2026.
  • Mayflower Financial Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #310 holding.
  • Mayflower Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • Mayflower Financial Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $2.07M in Q2 2022.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.