Corient Private Wealth
SUSL icon

Corient Private Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Corient Private Wealth’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 		$919K Sell
6,922
-12,084
-64% -$1.54M ﹤0.01% 1871
2026
Q1 		$1.8M Sell
19,006
-102
-0.5% -$12.3K ﹤0.01% 1326
2025
Q4 		$2.32M Sell
19,108
-7,509
-28% -$897K ﹤0.01% 1071
2025
Q3 		$3.12M Buy
26,617
+3,015
+13% +$339K ﹤0.01% 882
2025
Q2 		$2.56M Buy
23,602
+457
+2% +$45.6K ﹤0.01% 928
2025
Q1 		$2.22M Sell
23,145
-1,822
-7% -$186K ﹤0.01% 940
2024
Q4 		$2.57M Sell
24,967
-1,567
-6% -$163K ﹤0.01% 905
2024
Q3 		$2.69M Sell
26,534
-207
-0.8% -$20.3K ﹤0.01% 967
2024
Q2 		$2.61M Sell
26,741
-1,882
-7% -$176K ﹤0.01% 917
2024
Q1 		$2.69M Sell
28,623
-1,086
-4% -$96.7K ﹤0.01% 903
2023
Q4 		$2.51M Buy
29,709
+401
+1% +$31.6K ﹤0.01% 904
2023
Q3 		$2.21M Buy
29,308
+1,013
+4% +$79.3K 0.01% 874
2023
Q2 		$2.19M Buy
28,295
+1,052
+4% +$76.8K 0.01% 866
2023
Q1 		$1.94M Buy
27,243
+6,140
+29% +$425K 0.01% 849
2022
Q4 		$1.4M Buy
+21,103
New +$1.4M 0.01% 812

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

Corient Private Wealth's SUSL Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 64% in Q2 2026, selling an estimated $1.54M and leaving 6,922 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Corient Private Wealth first reported a position in SUSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.12M in Q3 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Corient Private Wealth held 6,922 shares of iShares ESG MSCI USA Leaders ETF worth $919K as of Q2 2026.
  • Corient Private Wealth sold 12,084 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1.54M.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1871 holding.
  • Corient Private Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares ESG MSCI USA Leaders ETF position peaked at $3.12M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.