Sanctuary Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Sanctuary Advisors’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 Q1	$9.05M	Buy	79,626 +635	+0.8%	+$76.3K	0.05%	392
2025 Q4	$9.58M	Sell	78,991 -796	-1%	-$95.1K	0.05%	363
2025 Q3	$9.34M	Sell	79,787 -4	-0%	-$449	0.05%	358
2025 Q2	$8.65M	Sell	79,791 -3,830	-5%	-$382K	0.05%	353
2025 Q1	$8.01M	Sell	83,621 -3,359	-4%	-$343K	0.06%	344
2024 Q4	$9.15M	Sell	86,980 -2,606	-3%	-$272K	0.06%	336
2024 Q3	$9.48M	Sell	89,586 -15,859	-15%	-$1.56M	0.06%	323
2024 Q2	$9.6M	Buy	+105,445	New	+$9.86M	0.07%	296

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sanctuary Advisors's SUSL Position: Q1 2026 in Review

Sanctuary Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.8% in Q1 2026, buying an estimated $76.3K and bringing the position to 79,626 shares worth $9.05M. The position accounts for 0.05% of the portfolio, ranked #392.

Sanctuary Advisors first reported a position in SUSL in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.6M in Q2 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Sanctuary Advisors held 79,626 shares of iShares ESG MSCI USA Leaders ETF worth $9.05M as of Q1 2026.
Sanctuary Advisors bought 635 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $76.3K.
iShares ESG MSCI USA Leaders ETF made up 0.05% of Sanctuary Advisors's portfolio in Q1 2026, its #392 holding.
Sanctuary Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $9.6M in Q2 2024.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.