Shared Vision Wealth Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Shared Vision Wealth Group’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	$595K	Hold	4,479	–	–	0.2%	65
2026 Q1	$509K	Hold	4,479	–	–	0.21%	59
2025 Q4	$555K	Hold	4,479	–	–	0.22%	55
2025 Q3	$527K	Hold	4,479	–	–	0.22%	56
2025 Q2	$499K	Sell	4,479 -11	-0.2%	-$1.1K	0.25%	49
2025 Q1	$430K	Sell	4,490 -608	-12%	-$62K	0.23%	52
2024 Q4	$525K	Hold	5,098	–	–	0.28%	45
2024 Q3	$518K	Hold	5,098	–	–	0.28%	43
2024 Q2	$497K	Sell	5,098 -893	-15%	-$83.5K	0.29%	45
2024 Q1	$562K	Sell	5,991 -26	-0.4%	-$2.31K	0.35%	40
2023 Q4	$508K	Buy	+6,017	New	+$474K	0.34%	41

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

Shared Vision Wealth Group's SUSL Position: Q2 2026 in Review

Shared Vision Wealth Group held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 4,479 shares worth $595K. The position accounts for 0.2% of the portfolio, ranked #65.

Shared Vision Wealth Group first reported a position in SUSL in Q4 2023 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Shared Vision Wealth Group held 4,479 shares of iShares ESG MSCI USA Leaders ETF worth $595K as of Q2 2026.
Shared Vision Wealth Group left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.2% of Shared Vision Wealth Group's portfolio in Q2 2026, its #65 holding.
Shared Vision Wealth Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2023 and has held it in 11 quarters since.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.