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

Davis Wealth 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 		$210K Sell
1,583
-925
-37% -$118K 0.16% 73
2026
Q1 		$285K Buy
2,508
+125
+5% +$15K 0.24% 64
2025
Q4 		$289K Buy
+2,383
New +$285K 0.24% 63

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

Davis Wealth Advisors's SUSL Position: Q2 2026 in Review

Davis Wealth Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 37% in Q2 2026, selling an estimated $118K and leaving 1,583 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #73.

Davis Wealth Advisors first reported a position in SUSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $289K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Davis Wealth Advisors held 1,583 shares of iShares ESG MSCI USA Leaders ETF worth $210K as of Q2 2026.
  • Davis Wealth Advisors sold 925 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $118K.
  • iShares ESG MSCI USA Leaders ETF made up 0.16% of Davis Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Davis Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • Davis Wealth Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $289K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.