SFA
SUSL icon

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

Sequoia Financial 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 		$1.16M Buy
8,723
+209
+2% +$26.7K 0.01% 875
2026
Q1 		$967K Hold
8,514
– – 0.01% 914
2025
Q4 		$1.03M Sell
8,514
-180
-2% -$21.5K 0.01% 872
2025
Q3 		$1.02M Buy
+8,694
New +$977K 0.01% 772

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Sequoia Financial Advisors's SUSL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.5% in Q2 2026, buying an estimated $26.7K and bringing the position to 8,723 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #875.

Sequoia Financial Advisors first reported a position in SUSL in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Sequoia Financial Advisors held 8,723 shares of iShares ESG MSCI USA Leaders ETF worth $1.16M as of Q2 2026.
  • Sequoia Financial Advisors bought 209 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $26.7K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #875 holding.
  • Sequoia Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.