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

Institute for 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	$250K	Hold	2,200	–	–	0.03%	469
2025 Q4	$267K	Hold	2,200	–	–	0.03%	464
2025 Q3	$257K	Hold	2,200	–	–	0.03%	495
2025 Q2	$238K	Hold	2,200	–	–	0.03%	497
2025 Q1	$211K	Hold	2,200	–	–	0.03%	495
2024 Q4	$227K	Hold	2,200	–	–	0.03%	464
2024 Q3	$223K	Hold	2,200	–	–	0.03%	493
2024 Q2	$214K	Hold	2,200	–	–	0.03%	462
2024 Q1	$206K	Buy	+2,200	New	+$196K	0.03%	479

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Institute for Wealth Management's SUSL Position: Q1 2026 in Review

Institute for Wealth Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 2,200 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #469.

Institute for Wealth Management first reported a position in SUSL in Q1 2024 and has held it in 9 quarters since. The position peaked at $267K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Institute for Wealth Management held 2,200 shares of iShares ESG MSCI USA Leaders ETF worth $250K as of Q1 2026.
Institute for Wealth Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
iShares ESG MSCI USA Leaders ETF made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #469 holding.
Institute for Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 9 quarters since.
Institute for Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $267K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.