IWC
SUSL icon

Integrated Wealth Concepts’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Integrated Wealth Concepts’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 		$5.49M Sell
41,388
-340
-0.8% -$43.5K 0.03% 554
2026
Q1 		$4.74M Sell
41,728
-1,133
-3% -$136K 0.04% 439
2025
Q4 		$5.2M Sell
42,861
-1,022
-2% -$122K 0.06% 282
2025
Q3 		$5.14M Sell
43,883
-47
-0.1% -$5.28K 0.05% 371
2025
Q2 		$4.76M Buy
43,930
+230
+0.5% +$22.9K 0.05% 345
2025
Q1 		$4.19M Sell
43,700
-1,499
-3% -$153K 0.05% 358
2024
Q4 		$4.66M Sell
45,199
-767
-2% -$80K 0.05% 311
2024
Q3 		$4.67M Sell
45,966
-74
-0.2% -$7.26K 0.06% 303
2024
Q2 		$4.49M Sell
46,040
-11,363
-20% -$1.06M 0.06% 285
2024
Q1 		$5.39M Sell
57,403
-3,017
-5% -$269K 0.08% 253
2023
Q4 		$5.1M Sell
60,420
-8,487
-12% -$669K 0.08% 236
2023
Q3 		$5.2M Sell
68,907
-10,545
-13% -$825K 0.09% 221
2023
Q2 		$6.15M Sell
79,452
-14,499
-15% -$1.06M 0.11% 202
2023
Q1 		$6.7M Buy
93,951
+2,979
+3% +$206K 0.14% 166
2022
Q4 		$6.03M Buy
90,972
+5,511
+6% +$365K 0.16% 132
2022
Q3 		$5.28M Buy
85,461
+10,794
+14% +$744K 0.17% 129
2022
Q2 		$4.96M Buy
74,667
+27,441
+58% +$1.96M 0.15% 140
2022
Q1 		$3.74M Buy
47,226
+44,342
+1,538% +$3.46M 0.11% 164
2021
Q4 		$243K Buy
+2,884
New +$236K 0.01% 867

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's SUSL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.81% in Q2 2026, selling an estimated $43.5K and leaving 41,388 shares worth $5.49M. The position accounts for 0.03% of the portfolio, ranked #554.

Integrated Wealth Concepts first reported a position in SUSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.7M in Q1 2023. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Integrated Wealth Concepts held 41,388 shares of iShares ESG MSCI USA Leaders ETF worth $5.49M as of Q2 2026.
  • Integrated Wealth Concepts sold 340 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $43.5K.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #554 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's iShares ESG MSCI USA Leaders ETF position peaked at $6.7M in Q1 2023.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.