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Peak Retirement Planning’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Peak Retirement Planning’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 		$491K Buy
3,700
+1,151
+45% +$147K 0.08% 105
2026
Q1 		$290K Buy
+2,549
New +$306K 0.06% 128

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

Peak Retirement Planning's SUSL Position: Q2 2026 in Review

Peak Retirement Planning increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 45% in Q2 2026, buying an estimated $147K and bringing the position to 3,700 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #105.

Peak Retirement Planning first reported a position in SUSL in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Peak Retirement Planning held 3,700 shares of iShares ESG MSCI USA Leaders ETF worth $491K as of Q2 2026.
  • Peak Retirement Planning bought 1,151 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $147K.
  • iShares ESG MSCI USA Leaders ETF made up 0.08% of Peak Retirement Planning's portfolio in Q2 2026, its #105 holding.
  • Peak Retirement Planning first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.