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Madson Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Madson Wealth Advisors’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 		$471K Sell
3,550
-242
-6% -$30.9K 0.32% 56
2026
Q1 		$431K Buy
+3,792
New +$456K 0.36% 50

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

Madson Wealth Advisors's SUSL Position: Q2 2026 in Review

Madson Wealth Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6.4% in Q2 2026, selling an estimated $30.9K and leaving 3,550 shares worth $471K. The position accounts for 0.32% of the portfolio, ranked #56.

Madson Wealth Advisors first reported a position in SUSL in Q1 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Madson Wealth Advisors held 3,550 shares of iShares ESG MSCI USA Leaders ETF worth $471K as of Q2 2026.
  • Madson Wealth Advisors sold 242 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $30.9K.
  • iShares ESG MSCI USA Leaders ETF made up 0.32% of Madson Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Madson Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.