Sweeney & Michel’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Sweeney & Michel’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	$456K	Sell	3,305 -43	-1%	-$5.5K	0.12%	101
2026 Q1	$401K	Sell	3,348 -419	-11%	-$50.4K	0.12%	102
2025 Q4	$461K	Buy	3,767 +11	+0.3%	+$1.31K	0.14%	98
2025 Q3	$432K	Sell	3,756 -97	-3%	-$10.9K	0.15%	95
2025 Q2	$421K	Buy	3,853 +82	+2%	+$8.17K	0.15%	94
2025 Q1	$325K	Buy	+3,771	New	+$385K	0.14%	95
2024 Q3	$393K	Buy	3,799 +112	+3%	+$11K	0.15%	87
2024 Q2	$367K	Buy	3,687 +208	+6%	+$19.4K	0.16%	83
2024 Q1	$324K	Buy	+3,479	New	+$310K	0.14%	86
2023 Q3	$341K	Sell	4,417 -1,416	-24%	-$111K	0.18%	81
2023 Q2	$460K	Sell	5,833 -190	-3%	-$13.9K	0.24%	70
2023 Q1	$450K	Buy	+6,023	New	+$417K	0.24%	72

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

Sweeney & Michel's SUSL Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.3% in Q2 2026, selling an estimated $5.5K and leaving 3,305 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #101.

Sweeney & Michel first reported a position in SUSL in Q1 2023 and has held it in 12 quarters since. The position peaked at $461K in Q4 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Sweeney & Michel held 3,305 shares of iShares ESG MSCI USA Leaders ETF worth $456K as of Q2 2026.
Sweeney & Michel sold 43 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $5.5K.
iShares ESG MSCI USA Leaders ETF made up 0.12% of Sweeney & Michel's portfolio in Q2 2026, its #101 holding.
Sweeney & Michel first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's iShares ESG MSCI USA Leaders ETF position peaked at $461K in Q4 2025.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.