MWM
SUSL icon

Mission Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Mission 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
Q2 		$1.38M Buy
+10,375
New +$1.33M 0.02% 386
2024
Q2 		– Sell
-12,698
Closed -$1.19M – 732
2024
Q1 		$1.19M Buy
+12,698
New +$1.13M 0.03% 257

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Mission Wealth Management's SUSL Position: Q2 2026 in Review

Mission Wealth Management opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 10,375 shares worth $1.38M. The stake represents 0.02% of the portfolio and ranks #386 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in SUSL as recently as Q1 2024.

Mission Wealth Management first reported a position in SUSL in Q1 2024 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Mission Wealth Management held 10,375 shares of iShares ESG MSCI USA Leaders ETF worth $1.38M as of Q2 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Mission Wealth Management position in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Mission Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.