NorthCrest Asset Manangement’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

NorthCrest Asset Manangement’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	$276K	Buy	+2,082	New	+$266K	0.01%	754

Other funds holding SUSL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

NorthCrest Asset Manangement's SUSL Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 2,082 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings.

37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

NorthCrest Asset Manangement held 2,082 shares of iShares ESG MSCI USA Leaders ETF worth $276K as of Q2 2026.
iShares ESG MSCI USA Leaders ETF was a new NorthCrest Asset Manangement position in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #754 holding.
37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.