Raymond James Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Raymond James Financial’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	$3.25M	Buy	24,478 +759	+3%	+$97K	﹤0.01%	3100
2026 Q1	$2.69M	Sell	23,719 -1,056	-4%	-$127K	﹤0.01%	3107
2025 Q4	$3M	Sell	24,775 -1,094	-4%	-$131K	﹤0.01%	2928
2025 Q3	$3.03M	Sell	25,869 -21,002	-45%	-$2.36M	﹤0.01%	2845
2025 Q2	$5.08M	Buy	46,871 +34,665	+284%	+$3.46M	﹤0.01%	2373
2025 Q1	$1.17M	Sell	12,206 -1,579	-11%	-$161K	﹤0.01%	3369
2024 Q4	$1.42M	Buy	+13,785	New	+$1.44M	﹤0.01%	3207

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

Raymond James Financial's SUSL Position: Q2 2026 in Review

Raymond James Financial increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3.2% in Q2 2026, buying an estimated $97K and bringing the position to 24,478 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Raymond James Financial first reported a position in SUSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.08M in Q2 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Raymond James Financial held 24,478 shares of iShares ESG MSCI USA Leaders ETF worth $3.25M as of Q2 2026.
Raymond James Financial bought 759 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $97K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3100 holding.
Raymond James Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares ESG MSCI USA Leaders ETF position peaked at $5.08M in Q2 2025.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.