Park Avenue Securities’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Park Avenue Securities’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	$698K	Sell	5,259 -343	-6%	-$43.8K	﹤0.01%	1130
2026 Q1	$636K	Buy	5,602 +97	+2%	+$11.7K	0.01%	1005
2025 Q4	$668K	Sell	5,505 -133	-2%	-$15.9K	0.01%	983
2025 Q3	$660K	Sell	5,638 -1,393	-20%	-$157K	0.01%	1056
2025 Q2	$762K	Buy	7,031 +177	+3%	+$17.6K	0.01%	877
2025 Q1	$657K	Buy	6,854 +6	+0.1%	+$612	0.01%	754
2024 Q4	$706K	Sell	6,848 -1,406	-17%	-$147K	0.01%	925
2024 Q3	$838K	Sell	8,254 -111	-1%	-$10.9K	0.01%	756
2024 Q2	$815K	Sell	8,365 -72	-0.9%	-$6.73K	0.01%	761
2024 Q1	$792K	Sell	8,437 -306	-3%	-$27.2K	0.01%	770
2023 Q4	$738K	Buy	8,743 +5,921	+210%	+$466K	0.01%	745
2023 Q3	$213K	Buy	+2,822	New	+$221K	﹤0.01%	1188
2023 Q1	–	Sell	-51,774	Closed	-$3.43M	–	1110
2022 Q4	$3.43M	Buy	+51,774	New	+$3.43M	0.06%	198
2022 Q1	–	Sell	-2,499	Closed	-$211K	–	1182
2021 Q4	$211K	Buy	+2,499	New	+$204K	﹤0.01%	1041

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

Park Avenue Securities's SUSL Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6.1% in Q2 2026, selling an estimated $43.8K and leaving 5,259 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Park Avenue Securities first reported a position in SUSL in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.43M in Q4 2022. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Park Avenue Securities held 5,259 shares of iShares ESG MSCI USA Leaders ETF worth $698K as of Q2 2026.
Park Avenue Securities sold 343 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $43.8K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1130 holding.
Park Avenue Securities first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 14 quarters since.
Park Avenue Securities's iShares ESG MSCI USA Leaders ETF position peaked at $3.43M in Q4 2022.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.