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

Zhang 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 		$310K Hold
2,334
– – 0.01% 330
2026
Q1 		$265K Buy
+2,334
New +$281K 0.01% 318
2025
Q2 		– Sell
-11,342
Closed -$1.09M – 311
2025
Q1 		$1.09M Sell
11,342
-94
-0.8% -$9.59K 0.06% 152
2024
Q4 		$1.18M Buy
11,436
+1
+0% +$104 0.07% 138
2024
Q3 		$1.16M Buy
+11,435
New +$1.12M 0.07% 137

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Zhang Financial's SUSL Position: Q2 2026 in Review

Zhang Financial held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,334 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #330.

Zhang Financial first reported a position in SUSL in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2024. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Zhang Financial held 2,334 shares of iShares ESG MSCI USA Leaders ETF worth $310K as of Q2 2026.
  • Zhang Financial left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #330 holding.
  • Zhang Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 5 quarters since.
  • Zhang Financial's iShares ESG MSCI USA Leaders ETF position peaked at $1.18M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.