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Midway Capital Research & Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Midway Capital Research & 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 		$53.1K Hold
400
– – 0.04% 75
2026
Q1 		$45.4K Buy
+400
New +$48.1K 0.04% 74

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

Midway Capital Research & Management's SUSL Position: Q2 2026 in Review

Midway Capital Research & Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 400 shares worth $53.1K. The position accounts for 0.04% of the portfolio, ranked #75.

Midway Capital Research & Management 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.

  • Midway Capital Research & Management held 400 shares of iShares ESG MSCI USA Leaders ETF worth $53.1K as of Q2 2026.
  • Midway Capital Research & Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Midway Capital Research & Management's portfolio in Q2 2026, its #75 holding.
  • Midway Capital Research & Management 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 Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.