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Summitry LLC’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Summitry LLC’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 		$215K Buy
+1,619
New +$207K 0.01% 321

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

Summitry LLC's SUSL Position: Q2 2026 in Review

Summitry LLC opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 1,619 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings.

192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Summitry LLC held 1,619 shares of iShares ESG MSCI USA Leaders ETF worth $215K as of Q2 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Summitry LLC position in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #321 holding.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.