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

Parallel 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	$367K	Hold	2,763	–	–	0.01%	932
2026 Q1	$314K	Hold	2,763	–	–	0.01%	923
2025 Q4	$335K	Hold	2,763	–	–	0.01%	854
2025 Q3	$323K	Hold	2,763	–	–	0.01%	831
2025 Q2	$299K	Hold	2,763	–	–	0.01%	822
2025 Q1	$265K	Hold	2,763	–	–	0.01%	834
2024 Q4	$285K	Hold	2,763	–	–	0.01%	782
2024 Q3	$281K	Hold	2,763	–	–	0.01%	789
2024 Q2	$269K	Hold	2,763	–	–	0.01%	745
2024 Q1	$259K	Hold	2,763	–	–	0.01%	759
2023 Q4	$233K	Hold	2,763	–	–	0.01%	732
2023 Q3	$208K	Hold	2,763	–	–	0.01%	769
2023 Q2	$214K	Hold	2,763	–	–	0.01%	753
2023 Q1	$197K	Hold	2,763	–	–	0.01%	776
2022 Q4	$183K	Hold	2,763	–	–	0.01%	737
2022 Q3	$171K	Hold	2,763	–	–	0.01%	743
2022 Q2	$183K	Hold	2,763	–	–	0.01%	719
2022 Q1	$222K	Hold	2,763	–	–	0.01%	685
2021 Q4	$233K	Hold	2,763	–	–	0.01%	691
2021 Q3	$209K	Hold	2,763	–	–	0.01%	702
2021 Q2	$207K	Hold	2,763	–	–	0.01%	673
2021 Q1	$191K	Buy	2,763 +378	+16%	+$25.4K	0.01%	654
2020 Q4	$155K	Hold	2,385	–	–	0.01%	666
2020 Q3	$139K	Hold	2,385	–	–	0.01%	672
2020 Q2	$129K	Buy	+2,385	New	+$122K	0.01%	675

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

BFA

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Parallel Advisors's SUSL Position: Q2 2026 in Review

Parallel Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,763 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #932.

Parallel Advisors first reported a position in SUSL in Q2 2020 and has held it in 25 quarters since. 119 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Parallel Advisors held 2,763 shares of iShares ESG MSCI USA Leaders ETF worth $367K as of Q2 2026.
Parallel Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #932 holding.
Parallel Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 25 quarters since.
119 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.