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

Sax Wealth 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 Q2	$1.76M	Buy	15,460 +8	+0.1%	+$1.02K	0.07%	164
2026 Q1	$1.87M	Hold	15,452	–	–	0.09%	124
2025 Q4	$1.87M	Sell	15,452 -8,942	-37%	-$1.07M	0.09%	127
2025 Q3	$2.86M	Sell	24,394 -551	-2%	-$61.9K	0.15%	88
2025 Q2	$2.7M	Sell	24,945 -1,118	-4%	-$111K	0.16%	81
2025 Q1	$2.5M	Sell	26,063 -2,133	-8%	-$218K	0.18%	77
2024 Q4	$2.91M	Sell	28,196 -570	-2%	-$59.4K	0.23%	57
2024 Q3	$2.92M	Sell	28,766 -231	-0.8%	-$22.7K	0.26%	48
2024 Q2	$2.83M	Buy	+28,997	New	+$2.71M	0.27%	53

Other funds holding SUSL

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sax Wealth Advisors's SUSL Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.05% in Q2 2026, buying an estimated $1.02K and bringing the position to 15,460 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #164.

Sax Wealth Advisors first reported a position in SUSL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.92M in Q3 2024. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Sax Wealth Advisors held 15,460 shares of iShares ESG MSCI USA Leaders ETF worth $1.76M as of Q2 2026.
Sax Wealth Advisors bought 8 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1.02K.
iShares ESG MSCI USA Leaders ETF made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Sax Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $2.92M in Q3 2024.
37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.