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Biltmore Family Office’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Biltmore Family Office’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 		– Sell
-8
Closed -$909 – 346
2026
Q1 		$909 Hold
8
– – ﹤0.01% 317
2025
Q4 		$970 Hold
8
– – ﹤0.01% 323
2025
Q3 		$936 Hold
8
– – ﹤0.01% 281
2025
Q2 		$867 Buy
+8
New +$797 ﹤0.01% 275

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

Biltmore Family Office's SUSL Position: Q2 2026 in Review

Biltmore Family Office sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 8 shares — an estimated $909 sold.

Biltmore Family Office first reported a position in SUSL in Q2 2025 and held it in 4 quarters. The position peaked at $970 in Q4 2025. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Biltmore Family Office reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Biltmore Family Office sold 8 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $909.
  • Biltmore Family Office first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2025 and held it in 4 quarters.
  • Biltmore Family Office's iShares ESG MSCI USA Leaders ETF position peaked at $970 in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.