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

Aries 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	$803K	Hold	6,051	–	–	0.16%	118
2026 Q1	$687K	Buy	6,051 +75	+1%	+$9.01K	0.15%	118
2025 Q4	$725K	Hold	5,976	–	–	0.16%	118
2025 Q3	$699K	Hold	5,976	–	–	0.17%	115
2025 Q2	$648K	Hold	5,976	–	–	0.17%	117
2025 Q1	$573K	Hold	5,976	–	–	0.16%	123
2024 Q4	$616K	Hold	5,976	–	–	0.17%	124
2024 Q3	$607K	Hold	5,976	–	–	0.17%	121
2024 Q2	$582K	Hold	5,976	–	–	0.18%	110
2024 Q1	$561K	Buy	+5,976	New	+$532K	0.18%	118
2022 Q2	–	Sell	-4,428	Closed	-$351K	–	232
2022 Q1	$351K	Buy	+4,428	New	+$346K	0.15%	60

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

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

Aries Wealth Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 6,051 shares worth $803K. The position accounts for 0.16% of the portfolio, ranked #118.

Aries Wealth Management first reported a position in SUSL in Q1 2022 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Aries Wealth Management held 6,051 shares of iShares ESG MSCI USA Leaders ETF worth $803K as of Q2 2026.
Aries Wealth Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.16% of Aries Wealth Management's portfolio in Q2 2026, its #118 holding.
Aries Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 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 Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.