Pathstone Holdings
SUSL icon

Pathstone Holdings’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Pathstone Holdings’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 		$19.3M Buy
145,170
+30,714
+27% +$3.93M 0.06% 220
2026
Q1 		$13M Buy
114,456
+14,741
+15% +$1.77M 0.05% 260
2025
Q4 		$12.1M Buy
99,715
+21,483
+27% +$2.57M 0.05% 280
2025
Q3 		$9.16M Buy
78,232
+900
+1% +$101K 0.04% 364
2025
Q2 		$8.38M Buy
+77,332
New +$7.71M 0.03% 381

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Pathstone Holdings's SUSL Position: Q2 2026 in Review

Pathstone Holdings increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 27% in Q2 2026, buying an estimated $3.93M and bringing the position to 145,170 shares worth $19.3M. The position accounts for 0.06% of the portfolio, ranked #220.

Pathstone Holdings first reported a position in SUSL in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Pathstone Holdings held 145,170 shares of iShares ESG MSCI USA Leaders ETF worth $19.3M as of Q2 2026.
  • Pathstone Holdings bought 30,714 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $3.93M.
  • iShares ESG MSCI USA Leaders ETF made up 0.06% of Pathstone Holdings's portfolio in Q2 2026, its #220 holding.
  • Pathstone Holdings first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2025 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.