United Capital Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

United Capital Financial Advisors’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	$914K	Buy	6,879 +2,369	+53%	+$303K	0.01%	835
2026 Q1	$513K	Buy	4,510 +1	+0%	+$120	﹤0.01%	1063
2025 Q4	$546K	Buy	+4,509	New	+$539K	﹤0.01%	932
2023 Q3	–	Sell	-9,993	Closed	-$774K	–	896
2023 Q2	$774K	Sell	9,993 -929	-9%	-$67.8K	﹤0.01%	603
2023 Q1	$778K	Buy	10,922 +1,029	+10%	+$71.3K	﹤0.01%	644
2022 Q4	$656K	Sell	9,893 -750	-7%	-$49.7K	﹤0.01%	714
2022 Q3	$657K	Buy	10,643 +50	+0.5%	+$3.45K	﹤0.01%	699
2022 Q2	$703K	Buy	+10,593	New	+$758K	﹤0.01%	710

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 $67.3B AUM 21.9% 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

United Capital Financial Advisors's SUSL Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 53% in Q2 2026, buying an estimated $303K and bringing the position to 6,879 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #835.

United Capital Financial Advisors first reported a position in SUSL in Q2 2022 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

United Capital Financial Advisors held 6,879 shares of iShares ESG MSCI USA Leaders ETF worth $914K as of Q2 2026.
United Capital Financial Advisors bought 2,369 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $303K.
iShares ESG MSCI USA Leaders ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #835 holding.
United Capital Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.