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

Horizon Wealth 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 		$461K Buy
3,473
+69
+2% +$8.82K 0.06% 97
2026
Q1 		$387K Buy
3,404
+33
+1% +$3.97K 0.06% 95
2025
Q4 		$409K Buy
3,371
+233
+7% +$27.8K 0.06% 87
2025
Q3 		$367K Buy
3,138
+472
+18% +$53K 0.05% 87
2025
Q2 		$289K Buy
2,666
+34
+1% +$3.39K 0.05% 81
2025
Q1 		$252K Buy
2,632
+3
+0.1% +$306 0.04% 87
2024
Q4 		$271K Buy
2,629
+381
+17% +$39.7K 0.05% 76
2024
Q3 		$228K Sell
2,248
-4
-0.2% -$393 0.05% 77
2024
Q2 		$219K Buy
2,252
+38
+2% +$3.55K 0.05% 68
2024
Q1 		$208K Buy
+2,214
New +$197K 0.05% 77

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

Horizon Wealth Management's SUSL Position: Q2 2026 in Review

Horizon Wealth Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2% in Q2 2026, buying an estimated $8.82K and bringing the position to 3,473 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #97.

Horizon Wealth Management first reported a position in SUSL in Q1 2024 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Horizon Wealth Management held 3,473 shares of iShares ESG MSCI USA Leaders ETF worth $461K as of Q2 2026.
  • Horizon Wealth Management bought 69 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $8.82K.
  • iShares ESG MSCI USA Leaders ETF made up 0.06% of Horizon Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Horizon Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 10 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.