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 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 $2.21B 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

Kingsview Wealth Management's SUSL Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2026: 62,541 shares worth $7.1M. The stake represents 0.1% of the portfolio and ranks #217 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in SUSL as recently as Q3 2024.

Kingsview Wealth Management first reported a position in SUSL in Q3 2023 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Kingsview Wealth Management held 62,541 shares of iShares ESG MSCI USA Leaders ETF worth $7.1M as of Q1 2026.
iShares ESG MSCI USA Leaders ETF was a new Kingsview Wealth Management position in Q1 2026.
iShares ESG MSCI USA Leaders ETF made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #217 holding.
Kingsview Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.