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MGO One Seven’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

MGO One Seven’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 		$1.68M Hold
12,635
– – 0.03% 553
2026
Q1 		$1.44M Buy
12,635
+3,299
+35% +$396K 0.03% 554
2025
Q4 		$1.13M Sell
9,336
-247
-3% -$29.5K 0.02% 596
2025
Q3 		$1.12M Sell
9,583
-5
-0.1% -$562 0.03% 552
2025
Q2 		$1.04M Sell
9,588
-1,563
-14% -$156K 0.03% 503
2025
Q1 		$1.07M Buy
11,151
+2,842
+34% +$290K 0.04% 427
2024
Q4 		$856K Buy
8,309
+283
+4% +$29.5K 0.03% 475
2024
Q3 		$815K Hold
8,026
– – 0.04% 454
2024
Q2 		$782K Hold
8,026
– – 0.04% 433
2024
Q1 		$753K Buy
8,026
+44
+0.6% +$3.92K 0.04% 416
2023
Q4 		$674K Buy
+7,982
New +$629K 0.04% 433
2023
Q2 		– Sell
-46,043
Closed -$3.28M – 898
2023
Q1 		$3.28M Buy
+46,043
New +$3.19M 0.21% 126

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

MGO One Seven's SUSL Position: Q2 2026 in Review

MGO One Seven held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 12,635 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #553.

MGO One Seven first reported a position in SUSL in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.28M in Q1 2023. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • MGO One Seven held 12,635 shares of iShares ESG MSCI USA Leaders ETF worth $1.68M as of Q2 2026.
  • MGO One Seven left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #553 holding.
  • MGO One Seven first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 12 quarters since.
  • MGO One Seven's iShares ESG MSCI USA Leaders ETF position peaked at $3.28M in Q1 2023.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.