Walkner Condon Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Walkner Condon 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	$2.1M	Sell	15,798 -1,225	-7%	-$157K	0.24%	80
2026 Q1	$1.93M	Buy	17,023 +122	+0.7%	+$14.7K	0.25%	78
2025 Q4	$2.05M	Buy	16,901 +1,079	+7%	+$129K	0.28%	75
2025 Q3	$1.85M	Sell	15,822 -3,395	-18%	-$381K	0.29%	71
2025 Q2	$2.08M	Sell	19,217 -257	-1%	-$25.6K	0.38%	62
2025 Q1	$1.87M	Buy	19,474 +1,555	+9%	+$159K	0.38%	63
2024 Q4	$1.85M	Buy	17,919 +3,003	+20%	+$313K	0.38%	63
2024 Q3	$1.51M	Buy	+14,916	New	+$1.46M	0.31%	71

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

Walkner Condon Financial Advisors's SUSL Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 7.2% in Q2 2026, selling an estimated $157K and leaving 15,798 shares worth $2.1M. The position accounts for 0.24% of the portfolio, ranked #80.

Walkner Condon Financial Advisors first reported a position in SUSL in Q3 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Walkner Condon Financial Advisors held 15,798 shares of iShares ESG MSCI USA Leaders ETF worth $2.1M as of Q2 2026.
Walkner Condon Financial Advisors sold 1,225 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $157K.
iShares ESG MSCI USA Leaders ETF made up 0.24% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #80 holding.
Walkner Condon Financial Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.