OFG
SUSL icon

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

Omega 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 		$2.39M Sell
18,019
-766
-4% -$97.9K 0.73% 33
2026
Q1 		$2.13M Sell
18,785
-2,003
-10% -$241K 0.69% 34
2025
Q4 		$2.52M Sell
20,788
-1,014
-5% -$121K 0.83% 32
2025
Q3 		$2.55M Sell
21,802
-525
-2% -$59K 0.84% 30
2025
Q2 		$2.42M Buy
22,327
+112
+0.5% +$11.2K 0.86% 32
2025
Q1 		$2.13M Buy
22,215
+1,747
+9% +$178K 0.82% 32
2024
Q4 		$2.11M Sell
20,468
-523
-2% -$54.5K 0.8% 33
2024
Q3 		$2.13M Sell
20,991
-481
-2% -$47.2K 0.81% 34
2024
Q2 		$2.09M Buy
21,472
+496
+2% +$46.4K 0.85% 35
2024
Q1 		$1.97M Sell
20,976
-2,653
-11% -$236K 0.81% 35
2023
Q4 		$1.99M Sell
23,629
-249
-1% -$19.6K 0.85% 34
2023
Q3 		$1.8M Sell
23,878
-3,211
-12% -$251K 0.88% 33
2023
Q2 		$2.1M Sell
27,089
-238
-0.9% -$17.4K 0.96% 33
2023
Q1 		$1.95M Buy
27,327
+4,544
+20% +$315K 0.9% 34
2022
Q4 		$1.51M Buy
22,783
+12,423
+120% +$824K 0.78% 37
2022
Q3 		$640K Sell
10,360
-4,632
-31% -$319K 0.33% 51
2022
Q2 		$995K Buy
14,992
+10,564
+239% +$756K 0.48% 46
2022
Q1 		$351K Buy
4,428
+734
+20% +$57.4K 0.15% 60
2021
Q4 		$312K Buy
+3,694
New +$302K 0.14% 60

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAL
W Advisors LLC Germantown, Tennessee $220M AUM 28.92% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Omega Financial Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 4.1% in Q2 2026, selling an estimated $97.9K and leaving 18,019 shares worth $2.39M. The position accounts for 0.73% of the portfolio, ranked #33.

Omega Financial Group first reported a position in SUSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q3 2025. 91 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Omega Financial Group held 18,019 shares of iShares ESG MSCI USA Leaders ETF worth $2.39M as of Q2 2026.
  • Omega Financial Group sold 766 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $97.9K.
  • iShares ESG MSCI USA Leaders ETF made up 0.73% of Omega Financial Group's portfolio in Q2 2026, its #33 holding.
  • Omega Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 19 quarters since.
  • Omega Financial Group's iShares ESG MSCI USA Leaders ETF position peaked at $2.55M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.