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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
Q3 		$34.1K Hold
250
– – ﹤0.01% 1570
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

CoreCap Advisors's SUSL Position: Q3 2026 in Review

CoreCap Advisors held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q3 2026 at 250 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

CoreCap Advisors first reported a position in SUSL in Q4 2021 and has held it in 14 quarters since. 8 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • CoreCap Advisors held 250 shares of iShares ESG MSCI USA Leaders ETF worth $34.1K as of Q3 2026.
  • CoreCap Advisors left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q3 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1570 holding.
  • CoreCap Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 14 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.