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

AE Wealth Management’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 		$117K Buy
881
+21
+2% +$2.68K ﹤0.01% 1870
2026
Q1 		$97.7K Hold
860
– – ﹤0.01% 1801
2025
Q4 		$104K Sell
860
-691
-45% -$82.6K ﹤0.01% 1686
2025
Q3 		$182K Buy
+1,551
New +$174K ﹤0.01% 1427

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

AE Wealth Management's SUSL Position: Q2 2026 in Review

AE Wealth Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.4% in Q2 2026, buying an estimated $2.68K and bringing the position to 881 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

AE Wealth Management first reported a position in SUSL in Q3 2025 and has held it in 4 quarters since. The position peaked at $182K in Q3 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • AE Wealth Management held 881 shares of iShares ESG MSCI USA Leaders ETF worth $117K as of Q2 2026.
  • AE Wealth Management bought 21 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $2.68K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1870 holding.
  • AE Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $182K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.