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

Kingsview 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	–	Sell	-62,541	Closed	-$7.1M	–	1509
2026 Q1	$7.1M	Buy	+62,541	New	+$7.52M	0.1%	217
2024 Q4	–	Sell	-31,251	Closed	-$3.17M	–	1183
2024 Q3	$3.17M	Sell	31,251 -56	-0.2%	-$5.5K	0.07%	272
2024 Q2	$3.05M	Buy	31,307 +3,582	+13%	+$335K	0.07%	256
2024 Q1	$2.6M	Buy	27,725 +10,164	+58%	+$905K	0.07%	275
2023 Q4	$1.48M	Buy	17,561 +426	+2%	+$33.6K	0.04%	355
2023 Q3	$1.29M	Buy	+17,135	New	+$1.34M	0.05%	376

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

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

Kingsview Wealth Management sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026, closing a stake of 62,541 shares — an estimated $7.1M sold.

Kingsview Wealth Management first reported a position in SUSL in Q3 2023 and held it in 6 quarters. The position peaked at $7.1M in Q1 2026. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Kingsview Wealth Management reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 62,541 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $7.1M.
Kingsview Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and held it in 6 quarters.
Kingsview Wealth Management's iShares ESG MSCI USA Leaders ETF position peaked at $7.1M in Q1 2026.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.