MFG
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Merit Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Merit Financial 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 		$605K Sell
4,554
-678
-13% -$86.7K ﹤0.01% 1386
2026
Q1 		$594K Buy
5,232
+967
+23% +$116K ﹤0.01% 1269
2025
Q4 		$517K Buy
+4,265
New +$510K ﹤0.01% 1293

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Merit Financial Group's SUSL Position: Q2 2026 in Review

Merit Financial Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 13% in Q2 2026, selling an estimated $86.7K and leaving 4,554 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Merit Financial Group first reported a position in SUSL in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Merit Financial Group held 4,554 shares of iShares ESG MSCI USA Leaders ETF worth $605K as of Q2 2026.
  • Merit Financial Group sold 678 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $86.7K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1386 holding.
  • Merit Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.