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NWAM LLC’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

NWAM LLC’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
Q4 		– Sell
-2,436
Closed -$288K – 672
2025
Q3 		$288K Hold
2,436
– – 0.02% 531
2025
Q2 		$271K Hold
2,436
– – 0.02% 529
2025
Q1 		$233K Sell
2,436
-659
-21% -$67.2K 0.02% 454
2024
Q4 		$319K Hold
3,095
– – 0.02% 471
2024
Q3 		$314K Buy
+3,095
New +$304K 0.02% 485
2024
Q2 		– Sell
-3,764
Closed -$347K – 486
2024
Q1 		$347K Sell
3,764
-54
-1% -$4.81K 0.03% 403
2023
Q4 		$322K Sell
3,818
-150
-4% -$11.8K 0.03% 425
2023
Q3 		$299K Buy
+3,968
New +$311K 0.03% 388
2023
Q2 		– Sell
-10,749
Closed -$766K – 566
2023
Q1 		$766K Sell
10,749
-522
-5% -$36.2K 0.08% 210
2022
Q4 		$747K Sell
11,271
-299
-3% -$19.8K 0.07% 251
2022
Q3 		$715K Buy
11,570
+3,884
+51% +$268K 0.07% 243
2022
Q2 		$516K Buy
+7,686
New +$550K 0.05% 297

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
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

NWAM LLC's SUSL Position: Q4 2025 in Review

NWAM LLC sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q4 2025, closing a stake of 2,436 shares — an estimated $288K sold.

NWAM LLC first reported a position in SUSL in Q2 2022 and held it in 12 quarters. The position peaked at $766K in Q1 2023. 185 funds tracked by Wall St. Rank hold SUSL as of Q4 2025.

  • NWAM LLC reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 2,436 iShares ESG MSCI USA Leaders ETF shares in Q4 2025, an estimated $288K.
  • NWAM LLC first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and held it in 12 quarters.
  • NWAM LLC's iShares ESG MSCI USA Leaders ETF position peaked at $766K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.