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Elevation Capital Advisory’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Elevation Capital Advisory’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
2025
Q2 		– Sell
-2,250
Closed -$216K – 78
2025
Q1 		$216K Buy
+2,250
New +$230K 0.09% 57

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Elevation Capital Advisory's SUSL Position: Q2 2025 in Review

Elevation Capital Advisory sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2025, closing a stake of 2,250 shares — an estimated $216K sold.

Elevation Capital Advisory first reported a position in SUSL in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 165 funds tracked by Wall St. Rank hold SUSL as of Q2 2025.

  • Elevation Capital Advisory reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 2,250 iShares ESG MSCI USA Leaders ETF shares in Q2 2025, an estimated $216K.
  • Elevation Capital Advisory first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2025 and held it in 1 quarter.
  • Elevation Capital Advisory's iShares ESG MSCI USA Leaders ETF position peaked at $216K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2025.

Based on Elevation Capital Advisory's 13F filing for Q2 2025, filed 29 Jul 2025.