Perigon Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Perigon Wealth 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	$960K	Sell	7,231 -207	-3%	-$26.5K	0.02%	613
2026 Q1	$845K	Buy	7,438 +1,240	+20%	+$149K	0.02%	590
2025 Q4	$752K	Buy	6,198 +595	+11%	+$71.1K	0.01%	633
2025 Q3	$656K	Sell	5,603 -19	-0.3%	-$2.13K	0.01%	649
2025 Q2	$609K	Sell	5,622 -325	-5%	-$32.4K	0.01%	620
2025 Q1	$570K	Buy	+5,947	New	+$607K	0.01%	602

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

Perigon Wealth Management's SUSL Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.8% in Q2 2026, selling an estimated $26.5K and leaving 7,231 shares worth $960K. The position accounts for 0.02% of the portfolio, ranked #613.

Perigon Wealth Management first reported a position in SUSL in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Perigon Wealth Management held 7,231 shares of iShares ESG MSCI USA Leaders ETF worth $960K as of Q2 2026.
Perigon Wealth Management sold 207 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $26.5K.
iShares ESG MSCI USA Leaders ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #613 holding.
Perigon Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2025 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.