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

Ridgeline Wealth’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	$339K	Sell	2,557 -1	-0%	-$128	0.2%	43
2026 Q1	$291K	Hold	2,558	–	–	0.21%	37
2025 Q4	$310K	Sell	2,558 -2	-0.1%	-$239	0.22%	39
2025 Q3	$300K	Hold	2,560	–	–	0.22%	39
2025 Q2	$277K	Sell	2,560 -306	-11%	-$30.5K	0.23%	40
2025 Q1	$275K	Sell	2,866 -484	-14%	-$49.4K	0.23%	42
2024 Q4	$345K	Buy	+3,350	New	+$349K	0.28%	42

Other funds holding SUSL

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Ridgeline Wealth's SUSL Position: Q2 2026 in Review

Ridgeline Wealth reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.04% in Q2 2026, selling an estimated $128 and leaving 2,557 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #43.

Ridgeline Wealth first reported a position in SUSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2024. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Ridgeline Wealth held 2,557 shares of iShares ESG MSCI USA Leaders ETF worth $339K as of Q2 2026.
Ridgeline Wealth sold 1 iShares ESG MSCI USA Leaders ETF share in Q2 2026, an estimated $128.
iShares ESG MSCI USA Leaders ETF made up 0.2% of Ridgeline Wealth's portfolio in Q2 2026, its #43 holding.
Ridgeline Wealth first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's iShares ESG MSCI USA Leaders ETF position peaked at $345K in Q4 2024.
37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.