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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
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 $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Horst & Graben Wealth Management's SUSL Position: Q1 2026 in Review

Horst & Graben Wealth Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.5% in Q1 2026, buying an estimated $6.37K and bringing the position to 2,205 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #161.

Horst & Graben Wealth Management first reported a position in SUSL in Q2 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Horst & Graben Wealth Management held 2,205 shares of iShares ESG MSCI USA Leaders ETF worth $278K as of Q1 2026.
  • Horst & Graben Wealth Management bought 53 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $6.37K.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.