UAS
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United Asset Strategies’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

United Asset Strategies’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 		– Sell
-3,002
Closed -$341K – 270
2026
Q1 		$341K Buy
3,002
+72
+2% +$8.65K 0.03% 217
2025
Q4 		$355K Sell
2,930
-142
-5% -$17K 0.03% 210
2025
Q3 		$360K Sell
3,072
-1,306
-30% -$147K 0.03% 206
2025
Q2 		$474K Buy
4,378
+176
+4% +$17.5K 0.04% 195
2025
Q1 		$403K Sell
4,202
-62
-1% -$6.33K 0.04% 196
2024
Q4 		$439K Sell
4,264
-126
-3% -$13.1K 0.04% 185
2024
Q3 		$446K Sell
4,390
-256
-6% -$25.1K 0.04% 189
2024
Q2 		$453K Sell
4,646
-44
-0.9% -$4.11K 0.04% 183
2024
Q1 		$440K Buy
4,690
+16
+0.3% +$1.43K 0.04% 193
2023
Q4 		$394K Sell
4,674
-556
-11% -$43.8K 0.04% 195
2023
Q3 		$394K Buy
5,230
+453
+9% +$35.5K 0.05% 188
2023
Q2 		$370K Sell
4,777
-1,455
-23% -$106K 0.05% 191
2023
Q1 		$675K Buy
6,232
+1,503
+32% +$104K 0.09% 154
2022
Q4 		$314K Buy
4,729
+1,136
+32% +$75.3K 0.04% 190
2022
Q3 		$222K Buy
3,593
+328
+10% +$22.6K 0.03% 190
2022
Q2 		$217K Buy
3,265
+90
+3% +$6.44K 0.03% 192
2022
Q1 		$251K Buy
3,175
+402
+14% +$31.4K 0.03% 185
2021
Q4 		$234K Buy
+2,773
New +$227K 0.03% 186
2021
Q2 		– Sell
-2,919
Closed -$202K – 228
2021
Q1 		$202K Buy
+2,919
New +$196K 0.03% 198

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

United Asset Strategies's SUSL Position: Q2 2026 in Review

United Asset Strategies sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 3,002 shares — an estimated $341K sold.

United Asset Strategies first reported a position in SUSL in Q1 2021 and held it in 19 quarters. The position peaked at $675K in Q1 2023. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • United Asset Strategies reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • United Asset Strategies sold 3,002 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $341K.
  • United Asset Strategies first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and held it in 19 quarters.
  • United Asset Strategies's iShares ESG MSCI USA Leaders ETF position peaked at $675K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.