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

Capitol 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	$20.6K	Hold	155	–	–	0.02%	39
2026 Q1	$18.8K	Hold	155	–	–	0.02%	40
2025 Q4	$18.8K	Sell	155 -9	-5%	-$1.08K	0.02%	40
2025 Q3	$19.2K	Hold	164	–	–	0.02%	40
2025 Q2	$17.8K	Hold	164	–	–	0.02%	40
2025 Q1	$15.7K	Buy	+164	New	+$16.7K	0.02%	41

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

XFP

Xena Financial Planning Portland, Oregon $104M AUM

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

BFA

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAL

W Advisors LLC Germantown, Tennessee $220M AUM 28.92% 1-Year Est. Return

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

Capitol Family Office held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 155 shares worth $20.6K. The position accounts for 0.02% of the portfolio, ranked #39.

Capitol Family Office first reported a position in SUSL in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Capitol Family Office held 155 shares of iShares ESG MSCI USA Leaders ETF worth $20.6K as of Q2 2026.
Capitol Family Office left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.02% of Capitol Family Office's portfolio in Q2 2026, its #39 holding.
Capitol Family Office first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2025 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.