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

IMS Capital 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
2025 Q3	$838K	Sell	7,163 -50	-0.7%	-$5.62K	0.39%	63
2025 Q2	$782K	Hold	7,213	–	–	0.37%	69
2025 Q1	$691K	Hold	7,213	–	–	0.35%	66
2024 Q4	$743K	Hold	7,213	–	–	0.34%	69
2024 Q3	$732K	Hold	7,213	–	–	0.33%	72
2024 Q2	$717K	Buy	7,213 +8	+0.1%	+$748	0.33%	71
2024 Q1	$676K	Buy	7,205 +25	+0.3%	+$2.23K	0.31%	74
2023 Q4	$606K	Hold	7,180	–	–	0.3%	79
2023 Q3	$541K	Sell	7,180 -225	-3%	-$17.6K	0.32%	75
2023 Q2	$573K	Hold	7,405	–	–	0.32%	76
2023 Q1	$528K	Hold	7,405	–	–	0.31%	81
2022 Q4	$491K	Hold	7,405	–	–	0.31%	85
2022 Q3	$457K	Hold	7,405	–	–	0.32%	84
2022 Q2	$492K	Buy	7,405 +35	+0.5%	+$2.5K	0.32%	79
2022 Q1	$584K	Buy	7,370 +1,720	+30%	+$134K	0.31%	80
2021 Q4	$477K	Buy	+5,650	New	+$462K	0.25%	87

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

IMS Capital Management's SUSL Position: Q3 2025 in Review

IMS Capital Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.69% in Q3 2025, selling an estimated $5.62K and leaving 7,163 shares worth $838K. The position accounts for 0.39% of the portfolio, ranked #63.

IMS Capital Management first reported a position in SUSL in Q4 2021 and has held it in 16 quarters since. 175 funds tracked by Wall St. Rank hold SUSL as of Q3 2025.

IMS Capital Management held 7,163 shares of iShares ESG MSCI USA Leaders ETF worth $838K as of Q3 2025.
IMS Capital Management sold 50 iShares ESG MSCI USA Leaders ETF shares in Q3 2025, an estimated $5.62K.
iShares ESG MSCI USA Leaders ETF made up 0.39% of IMS Capital Management's portfolio in Q3 2025, its #63 holding.
IMS Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 16 quarters since.
175 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.