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

JGP 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	$665K	Buy	5,011 +237	+5%	+$30.3K	0.06%	138
2026 Q1	$542K	Sell	4,774 -47	-1%	-$5.65K	0.06%	140
2025 Q4	$585K	Buy	4,821 +1,423	+42%	+$170K	0.06%	137
2025 Q3	$400K	Buy	3,398 +585	+21%	+$65.7K	0.04%	154
2025 Q2	$305K	Buy	2,813 +5	+0.2%	+$498	0.04%	166
2025 Q1	$269K	Hold	2,808	–	–	0.04%	162
2024 Q4	$289K	Buy	2,808 +86	+3%	+$8.97K	0.04%	156
2024 Q3	$276K	Buy	2,722 +2	+0.1%	+$196	0.04%	156
2024 Q2	$265K	Hold	2,720	–	–	0.04%	151
2024 Q1	$255K	Sell	2,720 -204	-7%	-$18.2K	0.04%	154
2023 Q4	$247K	Buy	2,924 +27	+0.9%	+$2.13K	0.04%	155
2023 Q3	$218K	Hold	2,897	–	–	0.04%	150
2023 Q2	$224K	Buy	2,897 +41	+1%	+$2.99K	0.04%	143
2023 Q1	$204K	Buy	+2,856	New	+$198K	0.04%	147

Other funds holding SUSL

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

XFP

Xena Financial Planning Portland, Oregon $104M AUM

BFA

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

JGP Wealth Management's SUSL Position: Q2 2026 in Review

JGP Wealth Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 5% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,011 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #138.

JGP Wealth Management first reported a position in SUSL in Q1 2023 and has held it in 14 quarters since. 77 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

JGP Wealth Management held 5,011 shares of iShares ESG MSCI USA Leaders ETF worth $665K as of Q2 2026.
JGP Wealth Management bought 237 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $30.3K.
iShares ESG MSCI USA Leaders ETF made up 0.06% of JGP Wealth Management's portfolio in Q2 2026, its #138 holding.
JGP Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 14 quarters since.
77 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.