Veridan Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Veridan Wealth’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	$387K	Sell	2,918 -82	-3%	-$10.5K	0.13%	61
2026 Q1	$341K	Sell	3,000 -76	-2%	-$9.13K	0.13%	66
2025 Q4	$373K	Sell	3,076 -42	-1%	-$5.02K	0.13%	62
2025 Q3	$365K	Buy	+3,118	New	+$350K	0.13%	62
2025 Q1	$307K	Sell	3,203 -653	-17%	-$66.6K	0.14%	65
2024 Q4	$400K	Buy	+3,856	New	+$402K	0.19%	59
2024 Q2	$338K	Buy	+3,117	New	+$291K	0.14%	65

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

Veridan Wealth's SUSL Position: Q2 2026 in Review

Veridan Wealth reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.7% in Q2 2026, selling an estimated $10.5K and leaving 2,918 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #61.

Veridan Wealth first reported a position in SUSL in Q2 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2024. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Veridan Wealth held 2,918 shares of iShares ESG MSCI USA Leaders ETF worth $387K as of Q2 2026.
Veridan Wealth sold 82 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $10.5K.
iShares ESG MSCI USA Leaders ETF made up 0.13% of Veridan Wealth's portfolio in Q2 2026, its #61 holding.
Veridan Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares ESG MSCI USA Leaders ETF position peaked at $400K in Q4 2024.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.