Vested Financial Planning’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Vested Financial Planning’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	$338K	Hold	2,549	–	–	0.23%	25
2026 Q1	$290K	Sell	2,549 -1,470	-37%	-$177K	0.22%	23
2025 Q4	$487K	Hold	4,019	–	–	0.38%	22
2025 Q3	$470K	Buy	4,019 +79	+2%	+$8.88K	0.38%	23
2025 Q2	$427K	Hold	3,940	–	–	0.38%	21
2025 Q1	$378K	Sell	3,940 -1,229	-24%	-$125K	0.38%	19
2024 Q4	$533K	Buy	+5,169	New	+$539K	0.5%	17

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

Vested Financial Planning's SUSL Position: Q2 2026 in Review

Vested Financial Planning held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,549 shares worth $338K. The position accounts for 0.23% of the portfolio, ranked #25.

Vested Financial Planning first reported a position in SUSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $533K in Q4 2024. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Vested Financial Planning held 2,549 shares of iShares ESG MSCI USA Leaders ETF worth $338K as of Q2 2026.
Vested Financial Planning left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.23% of Vested Financial Planning's portfolio in Q2 2026, its #25 holding.
Vested Financial Planning first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 7 quarters since.
Vested Financial Planning's iShares ESG MSCI USA Leaders ETF position peaked at $533K in Q4 2024.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.