O'Shaughnessy Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

O'Shaughnessy Asset Management’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	$1.12M	Buy	8,414 +735	+10%	+$93.9K	0.01%	1194
2026 Q1	$872K	Hold	7,679	–	–	﹤0.01%	1252
2025 Q4	$931K	Buy	7,679 +436	+6%	+$52.1K	0.01%	1183
2025 Q3	$848K	Hold	7,243	–	–	0.01%	1204
2025 Q2	$785K	Hold	7,243	–	–	0.01%	1156
2025 Q1	$694K	Buy	7,243 +1,885	+35%	+$192K	0.01%	1165
2024 Q4	$552K	Buy	5,358 +5,297	+8,684%	+$552K	﹤0.01%	1241
2024 Q3	$6.31K	Buy	61 +60	+6,000%	+$5.89K	﹤0.01%	2022
2024 Q2	$97	Hold	1	–	–	﹤0.01%	1944
2024 Q1	$85	Buy	+1	New	+$89	﹤0.01%	1849

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

O'Shaughnessy Asset Management's SUSL Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 9.6% in Q2 2026, buying an estimated $93.9K and bringing the position to 8,414 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1194.

O'Shaughnessy Asset Management first reported a position in SUSL in Q1 2024 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

O'Shaughnessy Asset Management held 8,414 shares of iShares ESG MSCI USA Leaders ETF worth $1.12M as of Q2 2026.
O'Shaughnessy Asset Management bought 735 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $93.9K.
iShares ESG MSCI USA Leaders ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1194 holding.
O'Shaughnessy Asset Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 10 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.