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Aptus Capital Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Aptus Capital 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 		$5.32M Sell
40,057
-277
-0.7% -$35.4K 0.04% 353
2026
Q1 		$4.58M Sell
40,334
-2,077
-5% -$250K 0.04% 354
2025
Q4 		$5.14M Sell
42,411
-77
-0.2% -$9.2K 0.04% 317
2025
Q3 		$4.97M Buy
42,488
+28
+0.1% +$3.15K 0.04% 319
2025
Q2 		$4.6M Sell
42,460
-60
-0.1% -$5.98K 0.04% 306
2025
Q1 		$4.07M Sell
42,520
-1,006
-2% -$103K 0.04% 307
2024
Q4 		$4.48M Sell
43,526
-270
-0.6% -$28.2K 0.05% 284
2024
Q3 		$4.45M Buy
43,796
+1,420
+3% +$139K 0.07% 221
2024
Q2 		$4.13M Sell
42,376
-138
-0.3% -$12.9K 0.07% 204
2024
Q1 		$3.99M Buy
+42,514
New +$3.79M 0.07% 203
2023
Q2 		– Sell
-33
Closed -$2.35K – 856
2023
Q1 		$2.35K Buy
+33
New +$2.29K ﹤0.01% 753

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

Aptus Capital Advisors's SUSL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.69% in Q2 2026, selling an estimated $35.4K and leaving 40,057 shares worth $5.32M. The position accounts for 0.04% of the portfolio, ranked #353.

Aptus Capital Advisors first reported a position in SUSL in Q1 2023 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Aptus Capital Advisors held 40,057 shares of iShares ESG MSCI USA Leaders ETF worth $5.32M as of Q2 2026.
  • Aptus Capital Advisors sold 277 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $35.4K.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #353 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 11 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.