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Steward Partners Investment Advisory’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Steward Partners Investment Advisory’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 		$2.18M Hold
16,387
– – 0.01% 876
2026
Q1 		$1.86M Hold
16,387
– – 0.01% 887
2025
Q4 		$1.99M Hold
16,387
– – 0.01% 785
2025
Q3 		$1.92M Hold
16,387
– – 0.01% 790
2025
Q2 		$1.78M Hold
16,387
– – 0.01% 753
2025
Q1 		$1.57M Hold
16,387
– – 0.01% 744
2024
Q4 		$1.69M Hold
16,387
– – 0.02% 692
2024
Q3 		$1.66M Hold
16,387
– – 0.02% 686
2024
Q2 		$1.6M Hold
16,387
– – 0.02% 655
2024
Q1 		$1.54M Hold
16,387
– – 0.02% 659
2023
Q4 		$1.38M Hold
16,387
– – 0.02% 618
2023
Q3 		$1.24M Hold
16,387
– – 0.02% 606
2023
Q2 		$1.27M Hold
16,387
– – 0.02% 622
2023
Q1 		$1.17M Sell
16,387
-3,576
-18% -$248K 0.02% 646
2022
Q4 		$1.32M Hold
19,963
– – 0.02% 575
2022
Q3 		$1.23M Hold
19,963
– – 0.02% 558
2022
Q2 		$1.32M Hold
19,963
– – 0.02% 555
2022
Q1 		$1.58M Buy
19,963
+2,575
+15% +$201K 0.02% 555
2021
Q4 		$1.47M Hold
17,388
– – 0.02% 584
2021
Q3 		$1.31M Buy
17,388
+8,396
+93% +$652K 0.02% 576
2021
Q2 		$675K Buy
+8,992
New +$656K 0.01% 825

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

Steward Partners Investment Advisory's SUSL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 16,387 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #876.

Steward Partners Investment Advisory first reported a position in SUSL in Q2 2021 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Steward Partners Investment Advisory held 16,387 shares of iShares ESG MSCI USA Leaders ETF worth $2.18M as of Q2 2026.
  • Steward Partners Investment Advisory left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #876 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.