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One Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

One Capital 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 		$318K Hold
2,797
– – 0.01% 449
2026
Q1 		$318K Hold
2,797
– – 0.01% 447
2025
Q4 		$339K Sell
2,797
-4,963
-64% -$593K 0.01% 434
2025
Q3 		$908K Hold
7,760
– – 0.03% 289
2025
Q2 		$841K Hold
7,760
– – 0.03% 266
2025
Q1 		$743K Sell
7,760
-1,339
-15% -$137K 0.03% 240
2024
Q4 		$938K Buy
9,099
+13
+0.1% +$1.36K 0.03% 210
2024
Q3 		$922K Buy
9,086
+117
+1% +$11.5K 0.03% 218
2024
Q2 		$874K Buy
8,969
+43
+0.5% +$4.02K 0.03% 224
2024
Q1 		$838K Hold
8,926
– – 0.03% 189
2023
Q4 		$753K Buy
8,926
+290
+3% +$22.8K 0.03% 191
2023
Q3 		$651K Buy
8,636
+230
+3% +$18K 0.03% 185
2023
Q2 		$651K Buy
8,406
+260
+3% +$19K 0.03% 190
2023
Q1 		$580K Buy
8,146
+35
+0.4% +$2.42K 0.03% 208
2022
Q4 		$538K Sell
8,111
-26,460
-77% -$1.75M 0.03% 202
2022
Q3 		$2.13M Buy
34,571
+310
+0.9% +$21.4K 0.13% 130
2022
Q2 		$2.27M Buy
34,261
+27,780
+429% +$1.99M 0.13% 131
2022
Q1 		$512K Buy
6,481
+2,351
+57% +$184K 0.03% 219
2021
Q4 		$348K Hold
4,130
– – 0.03% 218
2021
Q3 		$311K Buy
4,130
+25
+0.6% +$1.94K 0.03% 177
2021
Q2 		$308K Hold
4,105
– – 0.03% 179
2021
Q1 		$284K Buy
+4,105
New +$276K 0.03% 147

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

One Capital Management's SUSL Position: Q2 2026 in Review

One Capital Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 2,797 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #449.

One Capital Management first reported a position in SUSL in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.27M in Q2 2022. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • One Capital Management held 2,797 shares of iShares ESG MSCI USA Leaders ETF worth $318K as of Q2 2026.
  • One Capital Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of One Capital Management's portfolio in Q2 2026, its #449 holding.
  • One Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 22 quarters since.
  • One Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $2.27M in Q2 2022.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.