RCS
SUSL icon

Retirement Capital Strategies’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Retirement Capital Strategies’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 		$1.11M Buy
8,350
+6,439
+337% +$823K 0.39% 40
2026
Q1 		$217K Hold
1,911
– – 0.08% 60
2025
Q4 		$232K Hold
1,911
– – 0.09% 67
2025
Q3 		$224K Hold
1,911
– – 0.09% 61
2025
Q2 		$207K Sell
1,911
-8,596
-82% -$857K 0.08% 64
2025
Q1 		$1.01M Sell
10,507
-8,300
-44% -$847K 0.39% 42
2024
Q4 		$1.94M Sell
18,807
-404
-2% -$42.1K 0.73% 30
2024
Q3 		$1.95M Sell
19,211
-17,355
-47% -$1.7M 0.76% 29
2024
Q2 		$3.56M Buy
36,566
+18,461
+102% +$1.73M 1.43% 16
2024
Q1 		$1.7M Sell
18,105
-11,946
-40% -$1.06M 0.69% 30
2023
Q4 		$2.54M Buy
30,051
+231
+0.8% +$18.2K 1.1% 20
2023
Q3 		$2.25M Buy
29,820
+22,343
+299% +$1.75M 1.05% 20
2023
Q2 		$579K Buy
+7,477
New +$546K 0.27% 43
2022
Q3 		– Sell
-8,070
Closed -$536K – 66
2022
Q2 		$536K Buy
8,070
+3,169
+65% +$227K 0.24% 39
2022
Q1 		$373K Hold
4,901
– – 0.15% 42
2021
Q4 		$413K Hold
4,901
– – 0.15% 52
2021
Q3 		$370K Hold
4,901
– – 0.14% 54
2021
Q2 		$368K Hold
4,901
– – 0.14% 65
2021
Q1 		$340K Sell
4,901
-1,504
-23% -$101K 0.13% 61
2020
Q4 		$416K Hold
6,405
– – 0.17% 51
2020
Q3 		$362K Sell
6,405
-18,795
-75% -$1.08M 0.17% 48
2020
Q2 		$1.36M Buy
25,200
+824
+3% +$42.2K 0.65% 24
2020
Q1 		$1.1M Buy
+24,376
New +$1.3M 0.6% 22

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

Retirement Capital Strategies's SUSL Position: Q2 2026 in Review

Retirement Capital Strategies increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 337% in Q2 2026, buying an estimated $823K and bringing the position to 8,350 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #40.

Retirement Capital Strategies first reported a position in SUSL in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.56M in Q2 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Retirement Capital Strategies held 8,350 shares of iShares ESG MSCI USA Leaders ETF worth $1.11M as of Q2 2026.
  • Retirement Capital Strategies bought 6,439 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $823K.
  • iShares ESG MSCI USA Leaders ETF made up 0.39% of Retirement Capital Strategies's portfolio in Q2 2026, its #40 holding.
  • Retirement Capital Strategies first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2020 and has held it in 23 quarters since.
  • Retirement Capital Strategies's iShares ESG MSCI USA Leaders ETF position peaked at $3.56M in Q2 2024.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.