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

NewEdge 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	$321K	Buy	+2,418	New	+$309K	﹤0.01%	2440
2026 Q1	–	Sell	-990	Closed	-$120K	–	4381
2025 Q4	$120K	Hold	990	–	–	﹤0.01%	2715
2025 Q3	$116K	Hold	990	–	–	﹤0.01%	2554
2025 Q2	$107K	Hold	990	–	–	﹤0.01%	2396
2025 Q1	$94.9K	Hold	990	–	–	﹤0.01%	2309
2024 Q4	$102K	Hold	990	–	–	﹤0.01%	2274
2024 Q3	$101K	Hold	990	–	–	﹤0.01%	2192
2024 Q2	$96.5K	Hold	990	–	–	﹤0.01%	2130
2024 Q1	$92.9K	Hold	990	–	–	﹤0.01%	2085
2023 Q4	$83.5K	Hold	990	–	–	﹤0.01%	2017
2023 Q3	$74.7K	Buy	+990	New	+$77.5K	﹤0.01%	1946

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

NewEdge Advisors's SUSL Position: Q2 2026 in Review

NewEdge Advisors opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 2,418 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #2440 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in SUSL as recently as Q4 2025.

NewEdge Advisors first reported a position in SUSL in Q3 2023 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

NewEdge Advisors held 2,418 shares of iShares ESG MSCI USA Leaders ETF worth $321K as of Q2 2026.
iShares ESG MSCI USA Leaders ETF was a new NewEdge Advisors position in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2440 holding.
NewEdge Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 11 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.