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

OneDigital Investment 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 		$10.3M Buy
77,823
+562
+0.7% +$71.8K 0.09% 194
2026
Q1 		$8.78M Buy
77,261
+533
+0.7% +$64.1K 0.09% 189
2025
Q4 		$9.3M Sell
76,728
-1,223
-2% -$146K 0.09% 184
2025
Q3 		$9.12M Sell
77,951
-243
-0.3% -$27.3K 0.09% 179
2025
Q2 		$8.47M Sell
78,194
-8,864
-10% -$884K 0.09% 177
2025
Q1 		$8.34M Buy
87,058
+2,919
+3% +$298K 0.1% 171
2024
Q4 		$8.67M Sell
84,139
-11,301
-12% -$1.18M 0.1% 166
2024
Q3 		$9.69M Buy
95,440
+10,377
+12% +$1.02M 0.11% 158
2024
Q2 		$8.29M Buy
85,063
+67,719
+390% +$6.33M 0.1% 165
2024
Q1 		$1.63M Sell
17,344
-108
-0.6% -$9.62K 0.03% 386
2023
Q4 		$1.47M Buy
17,452
+2,035
+13% +$160K 0.03% 373
2023
Q3 		$1.16M Buy
15,417
+2,604
+20% +$204K 0.03% 387
2023
Q2 		$992K Buy
12,813
+803
+7% +$58.6K 0.02% 410
2023
Q1 		$856K Buy
+12,010
New +$832K 0.02% 435

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

OneDigital Investment Advisors's SUSL Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.73% in Q2 2026, buying an estimated $71.8K and bringing the position to 77,823 shares worth $10.3M. The position accounts for 0.09% of the portfolio, ranked #194.

OneDigital Investment Advisors first reported a position in SUSL in Q1 2023 and has held it in 14 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • OneDigital Investment Advisors held 77,823 shares of iShares ESG MSCI USA Leaders ETF worth $10.3M as of Q2 2026.
  • OneDigital Investment Advisors bought 562 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $71.8K.
  • iShares ESG MSCI USA Leaders ETF made up 0.09% of OneDigital Investment Advisors's portfolio in Q2 2026, its #194 holding.
  • OneDigital Investment Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 14 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.