Your Advocates Ltd’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Your Advocates Ltd’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	$189K	Buy	1,421 +4	+0.3%	+$511	0.05%	28
2026 Q1	$161K	Buy	1,417 +885	+166%	+$106K	0.05%	34
2025 Q4	$64.5K	Sell	532 -517	-49%	-$61.8K	0.02%	55
2025 Q3	$123K	Hold	1,049	–	–	0.04%	35
2025 Q2	$114K	Buy	1,049 +1	+0.1%	+$100	0.04%	34
2025 Q1	$100K	Hold	1,048	–	–	0.04%	35
2024 Q4	$108K	Buy	1,048 +2	+0.2%	+$209	0.04%	34
2024 Q3	$106K	Hold	1,046	–	–	0.04%	37
2024 Q2	$102K	Hold	1,046	–	–	0.04%	37
2024 Q1	$98.2K	Hold	1,046	–	–	0.04%	37
2023 Q4	$88.2K	Buy	1,046 +857	+453%	+$67.5K	0.04%	38
2023 Q3	$14.3K	Hold	189	–	–	0.01%	90
2023 Q2	$14.6K	Hold	189	–	–	0.01%	110
2023 Q1	$13.4K	Buy	189 +1	+0.5%	+$69	0.01%	86
2022 Q4	$12.5K	Buy	188 +1	+0.5%	+$66	0.01%	84
2022 Q3	$12K	Buy	187 +1	+0.5%	+$69	0.01%	77
2022 Q2	$12K	Hold	186	–	–	0.01%	84
2022 Q1	$15K	Buy	+186	New	+$14.5K	0.01%	89

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

Your Advocates Ltd's SUSL Position: Q2 2026 in Review

Your Advocates Ltd increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.28% in Q2 2026, buying an estimated $511 and bringing the position to 1,421 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #28.

Your Advocates Ltd first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Your Advocates Ltd held 1,421 shares of iShares ESG MSCI USA Leaders ETF worth $189K as of Q2 2026.
Your Advocates Ltd bought 4 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $511.
iShares ESG MSCI USA Leaders ETF made up 0.05% of Your Advocates Ltd's portfolio in Q2 2026, its #28 holding.
Your Advocates Ltd first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.