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

My Legacy 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
2025
Q2 		$990K Sell
9,025
-271
-3% -$27K 0.35% 83
2025
Q1 		$891K Sell
9,296
-650
-7% -$66.3K 0.34% 83
2024
Q4 		$1.04M Sell
9,946
-514
-5% -$53.6K 0.4% 66
2024
Q3 		$1.06M Sell
10,460
-3,539
-25% -$347K 0.42% 67
2024
Q2 		$1.36M Sell
13,999
-498
-3% -$46.5K 0.44% 56
2024
Q1 		$1.36M Sell
14,497
-952
-6% -$84.8K 0.46% 54
2023
Q4 		$1.31M Sell
15,449
-385
-2% -$30.3K 0.47% 55
2023
Q3 		$1.19M Buy
15,834
+312
+2% +$24.4K 0.48% 59
2023
Q2 		$1.22M Sell
15,522
-4,328
-22% -$316K 0.48% 56
2023
Q1 		$1.41M Buy
19,850
+640
+3% +$44.3K 0.61% 48
2022
Q4 		$1.38M Sell
19,210
-1,393
-7% -$92.3K 0.59% 43
2022
Q3 		$1.26M Buy
20,603
+9,117
+79% +$629K 0.64% 37
2022
Q2 		$777K Buy
+11,486
New +$822K 0.39% 88

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

My Legacy Advisors's SUSL Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.9% in Q2 2025, selling an estimated $27K and leaving 9,025 shares worth $990K. The position accounts for 0.35% of the portfolio, ranked #83.

My Legacy Advisors first reported a position in SUSL in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.41M in Q1 2023. 165 funds tracked by Wall St. Rank hold SUSL as of Q2 2025.

  • My Legacy Advisors held 9,025 shares of iShares ESG MSCI USA Leaders ETF worth $990K as of Q2 2025.
  • My Legacy Advisors sold 271 iShares ESG MSCI USA Leaders ETF shares in Q2 2025, an estimated $27K.
  • iShares ESG MSCI USA Leaders ETF made up 0.35% of My Legacy Advisors's portfolio in Q2 2025, its #83 holding.
  • My Legacy Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 13 quarters since.
  • My Legacy Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $1.41M in Q1 2023.
  • 165 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.