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 Q2	$292K	Hold	2,200	–	–	0.03%	429
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 $2.2B 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

Institute for Wealth Management's SUSL Position: Q2 2026 in Review

Institute for Wealth Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,200 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #429.

Institute for Wealth Management first reported a position in SUSL in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Institute for Wealth Management held 2,200 shares of iShares ESG MSCI USA Leaders ETF worth $292K as of Q2 2026.
Institute for Wealth Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #429 holding.
Institute for Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.