Ashton Thomas Private Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Ashton Thomas Private Wealth’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	$2.08M	Hold	15,647	–	–	0.04%	375
2026 Q1	$1.78M	Sell	15,647 -59	-0.4%	-$7.09K	0.04%	392
2025 Q4	$1.9M	Sell	15,706 -1	-0%	-$120	0.05%	333
2025 Q3	$1.84M	Sell	15,707 -52	-0.3%	-$5.84K	0.05%	341
2025 Q2	$1.71M	Sell	15,759 -6	-0%	-$598	0.06%	309
2025 Q1	$1.51M	Sell	15,765 -99	-0.6%	-$10.1K	0.06%	303
2024 Q4	$1.63M	Buy	+15,864	New	+$1.65M	0.06%	301

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

Ashton Thomas Private Wealth's SUSL Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 15,647 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #375.

Ashton Thomas Private Wealth first reported a position in SUSL in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Ashton Thomas Private Wealth held 15,647 shares of iShares ESG MSCI USA Leaders ETF worth $2.08M as of Q2 2026.
Ashton Thomas Private Wealth left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #375 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.