PCS
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Personal CFO Solutions’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Personal CFO Solutions’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 		– Sell
-2,104
Closed -$239K – 584
2026
Q1 		$239K Buy
+2,104
New +$253K 0.03% 458
2024
Q4 		– Sell
-2,104
Closed -$214K – 591
2024
Q3 		$214K Hold
2,104
– – 0.03% 520
2024
Q2 		$205K Buy
+2,104
New +$197K 0.03% 505

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

Personal CFO Solutions's SUSL Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 2,104 shares — an estimated $239K sold.

Personal CFO Solutions first reported a position in SUSL in Q2 2024 and held it in 3 quarters. The position peaked at $239K in Q1 2026. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Personal CFO Solutions reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 2,104 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $239K.
  • Personal CFO Solutions first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and held it in 3 quarters.
  • Personal CFO Solutions's iShares ESG MSCI USA Leaders ETF position peaked at $239K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.