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

Angeles 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
2025
Q3 		– Sell
-567
Closed -$61.4K – 445
2025
Q2 		$61.4K Buy
+567
New +$56.5K ﹤0.01% 372

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $67.3B AUM 21.9% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Angeles Wealth Management's SUSL Position: Q3 2025 in Review

Angeles Wealth Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2025, closing a stake of 567 shares — an estimated $61.4K sold.

Angeles Wealth Management first reported a position in SUSL in Q2 2025 and held it in 1 quarter. The position peaked at $61.4K in Q2 2025. 175 funds tracked by Wall St. Rank hold SUSL as of Q3 2025.

  • Angeles Wealth Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 567 iShares ESG MSCI USA Leaders ETF shares in Q3 2025, an estimated $61.4K.
  • Angeles Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2025 and held it in 1 quarter.
  • Angeles Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $61.4K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.