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

MKT 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	$415K	Hold	3,130	–	–	0.13%	100
2026 Q1	$360K	Hold	3,130	–	–	0.12%	104
2025 Q4	$382K	Hold	3,130	–	–	0.13%	108
2025 Q3	$368K	Hold	3,130	–	–	0.14%	103
2025 Q2	$338K	Hold	3,130	–	–	0.13%	103
2025 Q1	$273K	Hold	3,130	–	–	0.13%	112
2024 Q4	$330K	Hold	3,130	–	–	0.14%	105
2024 Q3	$314K	Hold	3,130	–	–	0.15%	105
2024 Q2	$312K	Hold	3,130	–	–	0.16%	101
2024 Q1	$288K	Hold	3,130	–	–	0.16%	108
2023 Q4	$260K	Hold	3,130	–	–	0.17%	114
2023 Q3	$236K	Hold	3,130	–	–	0.18%	113
2023 Q2	$251K	Hold	3,130	–	–	0.18%	109
2023 Q1	$221K	Hold	3,130	–	–	0.17%	123
2022 Q4	$214K	Sell	3,130 -672	-18%	-$44.5K	0.16%	125
2022 Q3	$235K	Buy	3,802 +743	+24%	+$51.2K	0.2%	105
2022 Q2	$207K	Buy	+3,059	New	+$219K	0.16%	124

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

MKT Advisors's SUSL Position: Q2 2026 in Review

MKT Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 3,130 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #100.

MKT Advisors first reported a position in SUSL in Q2 2022 and has held it in 17 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

MKT Advisors held 3,130 shares of iShares ESG MSCI USA Leaders ETF worth $415K as of Q2 2026.
MKT Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.13% of MKT Advisors's portfolio in Q2 2026, its #100 holding.
MKT Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 17 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

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