Horst & Graben Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Horst & Graben 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	$292K	Sell	2,203 -2	-0.1%	-$256	0.04%	168
2026 Q1	$278K	Buy	2,205 +53	+2%	+$6.37K	0.04%	161
2025 Q4	$261K	Hold	2,152	–	–	0.04%	151
2025 Q3	$252K	Hold	2,152	–	–	0.04%	160
2025 Q2	$233K	Buy	+2,152	New	+$215K	0.04%	159

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

Horst & Graben Wealth Management's SUSL Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.09% in Q2 2026, selling an estimated $256 and leaving 2,203 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #168.

Horst & Graben Wealth Management first reported a position in SUSL in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Horst & Graben Wealth Management held 2,203 shares of iShares ESG MSCI USA Leaders ETF worth $292K as of Q2 2026.
Horst & Graben Wealth Management sold 2 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $256.
iShares ESG MSCI USA Leaders ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #168 holding.
Horst & Graben Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.