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Martin Worley Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Martin Worley Group’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
2025
Q2 		$947K Hold
8,744
– – 0.46% 49
2025
Q1 		$838K Hold
8,744
– – 0.48% 46
2024
Q4 		$901K Buy
+8,744
New +$912K 0.56% 45

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Martin Worley Group's SUSL Position: Q2 2025 in Review

Martin Worley Group held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2025 at 8,744 shares worth $947K. The position accounts for 0.46% of the portfolio, ranked #49.

Martin Worley Group first reported a position in SUSL in Q4 2024 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold SUSL as of Q2 2025.

  • Martin Worley Group held 8,744 shares of iShares ESG MSCI USA Leaders ETF worth $947K as of Q2 2025.
  • Martin Worley Group left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2025.
  • iShares ESG MSCI USA Leaders ETF made up 0.46% of Martin Worley Group's portfolio in Q2 2025, its #49 holding.
  • Martin Worley Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.