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Private Advisor Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Private Advisor Group’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 		$447K Sell
3,369
-2,345
-41% -$300K ﹤0.01% 1874
2026
Q1 		$649K Sell
5,714
-23
-0.4% -$2.76K ﹤0.01% 1698
2025
Q4 		$696K Sell
5,737
-30
-0.5% -$3.58K ﹤0.01% 1626
2025
Q3 		$675K Sell
5,767
-81
-1% -$9.1K ﹤0.01% 1606
2025
Q2 		$634K Buy
5,848
+202
+4% +$20.1K ﹤0.01% 1561
2025
Q1 		$541K Sell
5,646
-3,058
-35% -$312K ﹤0.01% 1554
2024
Q4 		$897K Buy
8,704
+501
+6% +$52.2K 0.01% 1281
2024
Q3 		$833K Buy
8,203
+940
+13% +$92.3K 0.01% 1334
2024
Q2 		$708K Sell
7,263
-1,135
-14% -$106K ﹤0.01% 1376
2024
Q1 		$788K Sell
8,398
-260
-3% -$23.1K 0.01% 1274
2023
Q4 		$731K Buy
8,658
+1,895
+28% +$149K 0.01% 1284
2023
Q3 		$510K Buy
6,763
+221
+3% +$17.3K ﹤0.01% 1362
2023
Q2 		$524K Sell
6,542
-3,270
-33% -$239K ﹤0.01% 1348
2023
Q1 		$699K Buy
9,812
+12
+0.1% +$831 0.01% 1170
2022
Q4 		$650K Buy
9,800
+3,387
+53% +$225K 0.03% 487
2022
Q3 		$396K Buy
+6,413
New +$442K ﹤0.01% 1350
2020
Q3 		– Sell
-250
Closed -$14K – 3196
2020
Q2 		$14K Buy
+250
New +$12.8K ﹤0.01% 2766

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAL
W Advisors LLC Germantown, Tennessee $220M AUM 28.92% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Private Advisor Group's SUSL Position: Q2 2026 in Review

Private Advisor Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 41% in Q2 2026, selling an estimated $300K and leaving 3,369 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Private Advisor Group first reported a position in SUSL in Q2 2020 and has held it in 17 quarters since. The position peaked at $897K in Q4 2024. 91 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Private Advisor Group held 3,369 shares of iShares ESG MSCI USA Leaders ETF worth $447K as of Q2 2026.
  • Private Advisor Group sold 2,345 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $300K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1874 holding.
  • Private Advisor Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 17 quarters since.
  • Private Advisor Group's iShares ESG MSCI USA Leaders ETF position peaked at $897K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.