Values Added Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Values Added Financial’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	$1.87M	Sell	14,052 -1,461	-9%	-$187K	0.67%	34
2026 Q1	$1.76M	Sell	15,513 -3	-0%	-$361	0.74%	34
2025 Q4	$1.88M	Hold	15,516	–	–	0.79%	33
2025 Q3	$1.82M	Hold	15,516	–	–	0.81%	30
2025 Q2	$1.68M	Hold	15,516	–	–	0.82%	30
2025 Q1	$1.49M	Buy	15,516 +397	+3%	+$40.5K	0.82%	32
2024 Q4	$1.56M	Buy	15,119 +2,745	+22%	+$286K	0.9%	28
2024 Q3	$1.26M	Buy	12,374 +14	+0.1%	+$1.37K	0.79%	29
2024 Q2	$1.2M	Buy	12,360 +1,748	+16%	+$163K	0.87%	27
2024 Q1	$996K	Hold	10,612	–	–	0.78%	27
2023 Q4	$895K	Buy	10,612 +4,180	+65%	+$329K	0.73%	28
2023 Q3	$485K	Buy	6,432 +22	+0.3%	+$1.72K	0.44%	44
2023 Q2	$496K	Buy	+6,410	New	+$468K	0.47%	43

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

Values Added Financial's SUSL Position: Q2 2026 in Review

Values Added Financial reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 9.4% in Q2 2026, selling an estimated $187K and leaving 14,052 shares worth $1.87M. The position accounts for 0.67% of the portfolio, ranked #34.

Values Added Financial first reported a position in SUSL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q4 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Values Added Financial held 14,052 shares of iShares ESG MSCI USA Leaders ETF worth $1.87M as of Q2 2026.
Values Added Financial sold 1,461 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $187K.
iShares ESG MSCI USA Leaders ETF made up 0.67% of Values Added Financial's portfolio in Q2 2026, its #34 holding.
Values Added Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's iShares ESG MSCI USA Leaders ETF position peaked at $1.88M in Q4 2025.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.