CoreCap Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

CoreCap Advisors’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	$33.2K	Hold	250	–	–	﹤0.01%	1595
2026 Q1	$28.4K	Hold	250	–	–	﹤0.01%	1532
2025 Q4	$30.3K	Hold	250	–	–	﹤0.01%	1516
2025 Q3	$29.3K	Hold	250	–	–	﹤0.01%	1533
2025 Q2	$27.1K	Hold	250	–	–	﹤0.01%	1497
2025 Q1	$24K	Hold	250	–	–	﹤0.01%	1462
2024 Q4	$25.8K	Hold	250	–	–	﹤0.01%	1452
2024 Q3	$25.4K	Hold	250	–	–	﹤0.01%	1453
2024 Q2	$24.4K	Hold	250	–	–	﹤0.01%	843
2024 Q1	$23.5K	Buy	+250	New	+$22.3K	﹤0.01%	1409
2022 Q4	$16.6K	Buy	+250	New	+$16.6K	﹤0.01%	1369
2022 Q3	–	Sell	-250	Closed	-$17K	–	1893
2022 Q2	$17K	Buy	+250	New	+$17.9K	﹤0.01%	1306
2022 Q1	–	Sell	-250	Closed	-$21K	–	1897
2021 Q4	$21K	Buy	+250	New	+$20.4K	﹤0.01%	1318

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

CoreCap Advisors's SUSL Position: Q2 2026 in Review

CoreCap Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 250 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

CoreCap Advisors first reported a position in SUSL in Q4 2021 and has held it in 13 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

CoreCap Advisors held 250 shares of iShares ESG MSCI USA Leaders ETF worth $33.2K as of Q2 2026.
CoreCap Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1595 holding.
CoreCap Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 13 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.