Relyea Zuckerberg Hanson’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Relyea Zuckerberg Hanson’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	$633K	Buy	4,768 +10	+0.2%	+$1.28K	0.05%	149
2026 Q1	$540K	Buy	4,758 +13	+0.3%	+$1.56K	0.05%	149
2025 Q4	$575K	Buy	4,745 +14	+0.3%	+$1.67K	0.06%	146
2025 Q3	$554K	Buy	4,731 +12	+0.3%	+$1.35K	0.06%	142
2025 Q2	$511K	Buy	+4,719	New	+$470K	0.06%	149

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

Relyea Zuckerberg Hanson's SUSL Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.21% in Q2 2026, buying an estimated $1.28K and bringing the position to 4,768 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #149.

Relyea Zuckerberg Hanson first reported a position in SUSL in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Relyea Zuckerberg Hanson held 4,768 shares of iShares ESG MSCI USA Leaders ETF worth $633K as of Q2 2026.
Relyea Zuckerberg Hanson bought 10 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1.28K.
iShares ESG MSCI USA Leaders ETF made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #149 holding.
Relyea Zuckerberg Hanson first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.