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One Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

One Wealth Advisors’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 		$8.18M Sell
61,596
-206
-0.3% -$26.3K 0.9% 29
2026
Q1 		$7.02M Sell
61,802
-1,320
-2% -$159K 0.87% 35
2025
Q4 		$7.65M Sell
63,122
-705
-1% -$84.3K 0.94% 30
2025
Q3 		$7.47M Sell
63,827
-1,169
-2% -$131K 0.94% 30
2025
Q2 		$7.04M Sell
64,996
-5,168
-7% -$515K 0.98% 29
2025
Q1 		$6.72M Sell
70,164
-11,888
-14% -$1.21M 1% 26
2024
Q4 		$8.45M Buy
82,052
+128
+0.2% +$13.3K 1.25% 21
2024
Q3 		$8.32M Sell
81,924
-431
-0.5% -$42.3K 1.28% 21
2024
Q2 		$7.75M Sell
82,355
-6,751
-8% -$631K 1.66% 15
2024
Q1 		$8.36M Sell
89,106
-8,468
-9% -$754K 1.46% 21
2023
Q4 		$8.23M Sell
97,574
-2,313
-2% -$182K 1.59% 18
2023
Q3 		$7.53M Buy
99,887
+2,364
+2% +$185K 1.67% 17
2023
Q2 		$7.55M Sell
97,523
-9,919
-9% -$724K 1.59% 20
2023
Q1 		$7.66M Sell
107,442
-2,733
-2% -$189K 1.77% 18
2022
Q4 		$7.31M Buy
110,175
+16,876
+18% +$1.12M 1.67% 15
2022
Q3 		$5.76M Buy
93,299
+16,324
+21% +$1.13M 1.89% 13
2022
Q2 		$5.11M Buy
76,975
+29,442
+62% +$2.11M 1.37% 19
2022
Q1 		$3.76M Buy
47,533
+44,920
+1,719% +$3.51M 0.92% 25
2021
Q4 		$220K Buy
+2,613
New +$213K 0.06% 183

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 Wealth Advisors's SUSL Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.33% in Q2 2026, selling an estimated $26.3K and leaving 61,596 shares worth $8.18M. The position accounts for 0.9% of the portfolio, ranked #29.

One Wealth Advisors first reported a position in SUSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.45M in Q4 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • One Wealth Advisors held 61,596 shares of iShares ESG MSCI USA Leaders ETF worth $8.18M as of Q2 2026.
  • One Wealth Advisors sold 206 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $26.3K.
  • iShares ESG MSCI USA Leaders ETF made up 0.9% of One Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • One Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 19 quarters since.
  • One Wealth Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $8.45M in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.