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Breakwater Investment Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Breakwater Investment 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 		– Sell
-29
Closed -$3.29K – 653
2026
Q1 		$3.29K Buy
+29
New +$3.48K ﹤0.01% 274

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 $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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Breakwater Investment Management's SUSL Position: Q2 2026 in Review

Breakwater Investment Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 29 shares — an estimated $3.29K sold.

Breakwater Investment Management first reported a position in SUSL in Q1 2026 and held it in 1 quarter. The position peaked at $3.29K in Q1 2026. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Breakwater Investment Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
  • Breakwater Investment Management sold 29 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $3.29K.
  • Breakwater Investment Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2026 and held it in 1 quarter.
  • Breakwater Investment Management's iShares ESG MSCI USA Leaders ETF position peaked at $3.29K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.