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

SK Wealth 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	$6.8M	Sell	49,426 -1,394	-3%	-$178K	1.53%	17
2026 Q1	$5.85M	Sell	50,820 -328	-0.6%	-$39.4K	1.62%	16
2025 Q4	$6.31M	Sell	51,148 -1,657	-3%	-$198K	1.76%	14
2025 Q3	$6.23M	Buy	52,805 +9,069	+21%	+$1.02M	2.32%	11
2025 Q2	$4.78M	Buy	43,736 +961	+2%	+$95.8K	2.07%	11
2025 Q1	$3.8M	Buy	42,775 +666	+2%	+$68K	2.04%	10
2024 Q4	$4.34M	Buy	42,109 +7,736	+23%	+$807K	2.21%	9
2024 Q3	$3.6M	Buy	+34,373	New	+$3.37M	1.84%	9

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SK Wealth Management's SUSL Position: Q2 2026 in Review

SK Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 2.7% in Q2 2026, selling an estimated $178K and leaving 49,426 shares worth $6.8M. The position accounts for 1.53% of the portfolio, ranked #17.

SK Wealth Management first reported a position in SUSL in Q3 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

SK Wealth Management held 49,426 shares of iShares ESG MSCI USA Leaders ETF worth $6.8M as of Q2 2026.
SK Wealth Management sold 1,394 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $178K.
iShares ESG MSCI USA Leaders ETF made up 1.53% of SK Wealth Management's portfolio in Q2 2026, its #17 holding.
SK Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 8 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.