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

CreativeOne 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	$235K	Sell	1,773 -1,055	-37%	-$135K	0.01%	1106
2026 Q1	$321K	Sell	2,828 -38	-1%	-$4.57K	0.01%	956
2025 Q4	$347K	Sell	2,866 -91	-3%	-$10.9K	0.01%	900
2025 Q3	$346K	Sell	2,957 -344	-10%	-$38.7K	0.01%	899
2025 Q2	$358K	Sell	3,301 -338	-9%	-$33.7K	0.01%	865
2025 Q1	$349K	Buy	3,639 +81	+2%	+$8.27K	0.01%	812
2024 Q4	$367K	Sell	3,558 -1,091	-23%	-$114K	0.01%	800
2024 Q3	$472K	Buy	4,649 +329	+8%	+$32.3K	0.02%	643
2024 Q2	$421K	Sell	4,320 -325	-7%	-$30.4K	0.02%	521
2024 Q1	$436K	Sell	4,645 -1,197	-20%	-$107K	0.02%	605
2023 Q4	$493K	Sell	5,842 -674	-10%	-$53.1K	0.03%	378
2023 Q3	$491K	Buy	+6,516	New	+$510K	0.04%	341

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

CreativeOne Wealth's SUSL Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 37% in Q2 2026, selling an estimated $135K and leaving 1,773 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #1106.

CreativeOne Wealth first reported a position in SUSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $493K in Q4 2023. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

CreativeOne Wealth held 1,773 shares of iShares ESG MSCI USA Leaders ETF worth $235K as of Q2 2026.
CreativeOne Wealth sold 1,055 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $135K.
iShares ESG MSCI USA Leaders ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1106 holding.
CreativeOne Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 12 quarters since.
CreativeOne Wealth's iShares ESG MSCI USA Leaders ETF position peaked at $493K in Q4 2023.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.