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SNS Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

SNS Financial 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
Q1 		$1.32M Buy
11,586
+2,742
+31% +$330K 0.11% 77
2025
Q4 		$1.07M Sell
8,844
-3,085
-26% -$369K 0.09% 82
2025
Q3 		$1.4M Sell
11,929
-81
-0.7% -$9.1K 0.12% 69
2025
Q2 		$1.3M Buy
12,010
+1,100
+10% +$110K 0.12% 71
2025
Q1 		$1.05M Sell
10,910
-119
-1% -$12.1K 0.11% 83
2024
Q4 		$1.14M Sell
11,029
-1,505
-12% -$157K 0.12% 78
2024
Q3 		$1.27M Sell
12,534
-313
-2% -$30.7K 0.13% 77
2024
Q2 		$1.25M Buy
12,847
+3,345
+35% +$313K 0.13% 76
2024
Q1 		$892K Sell
9,502
-305
-3% -$27.2K 0.1% 89
2023
Q4 		$828K Buy
9,807
+145
+2% +$11.4K 0.1% 91
2023
Q3 		$732K Sell
9,662
-1,439
-13% -$113K 0.1% 89
2023
Q2 		$859K Sell
11,101
-483
-4% -$35.3K 0.11% 87
2023
Q1 		$825K Buy
11,584
+19
+0.2% +$1.32K 0.11% 91
2022
Q4 		$767K Buy
11,565
+130
+1% +$8.62K 0.1% 95
2022
Q3 		$706K Buy
11,435
+665
+6% +$45.9K 0.1% 90
2022
Q2 		$715K Buy
10,770
+603
+6% +$43.1K 0.09% 94
2022
Q1 		$805K Sell
10,167
-990
-9% -$77.4K 0.09% 100
2021
Q4 		$941K Buy
11,157
+2,992
+37% +$244K 0.1% 100
2021
Q3 		$616K Buy
8,165
+4,147
+103% +$322K 0.07% 115
2021
Q2 		$302K Buy
4,018
+300
+8% +$21.9K 0.04% 166
2021
Q1 		$258K Buy
+3,718
New +$250K 0.03% 172

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SNS Financial Group's SUSL Position: Q1 2026 in Review

SNS Financial Group increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 31% in Q1 2026, buying an estimated $330K and bringing the position to 11,586 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #77.

SNS Financial Group first reported a position in SUSL in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q3 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • SNS Financial Group held 11,586 shares of iShares ESG MSCI USA Leaders ETF worth $1.32M as of Q1 2026.
  • SNS Financial Group bought 2,742 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $330K.
  • iShares ESG MSCI USA Leaders ETF made up 0.11% of SNS Financial Group's portfolio in Q1 2026, its #77 holding.
  • SNS Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 21 quarters since.
  • SNS Financial Group's iShares ESG MSCI USA Leaders ETF position peaked at $1.4M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.