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GeoWealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

GeoWealth Management’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 		$5.83M Sell
43,947
-7,100
-14% -$908K 0.18% 70
2026
Q1 		$5.8M Sell
51,047
-5,392
-10% -$648K 0.21% 57
2025
Q4 		$6.84M Sell
56,439
-30,355
-35% -$3.63M 0.25% 51
2025
Q3 		$10.2M Sell
86,794
-7,927
-8% -$891K 0.37% 38
2025
Q2 		$10.3M Sell
94,721
-16,627
-15% -$1.66M 0.4% 35
2025
Q1 		$10.7M Sell
111,348
-23,758
-18% -$2.42M 0.43% 37
2024
Q4 		$13.9M Sell
135,106
-32,917
-20% -$3.43M 0.46% 41
2024
Q3 		$17.1M Sell
168,023
-7,025
-4% -$690K 0.6% 32
2024
Q2 		$17.1M Sell
175,048
-6,373
-4% -$596K 0.74% 25
2024
Q1 		$17M Buy
181,421
+178,787
+6,788% +$15.9M 0.66% 34
2023
Q4 		$222K Buy
2,634
+8
+0.3% +$630 0.02% 480
2023
Q3 		$198K Buy
+2,626
New +$206K 0.02% 286

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

GeoWealth Management's SUSL Position: Q2 2026 in Review

GeoWealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 14% in Q2 2026, selling an estimated $908K and leaving 43,947 shares worth $5.83M. The position accounts for 0.18% of the portfolio, ranked #70.

GeoWealth Management first reported a position in SUSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.1M in Q3 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • GeoWealth Management held 43,947 shares of iShares ESG MSCI USA Leaders ETF worth $5.83M as of Q2 2026.
  • GeoWealth Management sold 7,100 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $908K.
  • iShares ESG MSCI USA Leaders ETF made up 0.18% of GeoWealth Management's portfolio in Q2 2026, its #70 holding.
  • GeoWealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 12 quarters since.
  • GeoWealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $17.1M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.