SkyView Investment Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

SkyView Investment 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 Q1	$468K	Sell	4,119 -143	-3%	-$17.2K	0.06%	207
2025 Q4	$517K	Sell	4,262 -404	-9%	-$48.3K	0.07%	206
2025 Q3	$546K	Sell	4,666 -98	-2%	-$11K	0.07%	194
2025 Q2	$514K	Sell	4,764 -110	-2%	-$11K	0.07%	195
2025 Q1	$467K	Buy	4,874 +82	+2%	+$8.37K	0.07%	206
2024 Q4	$494K	Sell	4,792 -187	-4%	-$19.5K	0.08%	198
2024 Q3	$492K	Sell	4,979 -25	-0.5%	-$2.45K	0.08%	183
2024 Q2	$488K	Sell	5,004 -67	-1%	-$6.26K	0.09%	200
2024 Q1	$470K	Buy	+5,071	New	+$452K	0.09%	200

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SkyView Investment Advisors's SUSL Position: Q1 2026 in Review

SkyView Investment Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3.4% in Q1 2026, selling an estimated $17.2K and leaving 4,119 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #207.

SkyView Investment Advisors first reported a position in SUSL in Q1 2024 and has held it in 9 quarters since. The position peaked at $546K in Q3 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

SkyView Investment Advisors held 4,119 shares of iShares ESG MSCI USA Leaders ETF worth $468K as of Q1 2026.
SkyView Investment Advisors sold 143 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $17.2K.
iShares ESG MSCI USA Leaders ETF made up 0.06% of SkyView Investment Advisors's portfolio in Q1 2026, its #207 holding.
SkyView Investment Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2024 and has held it in 9 quarters since.
SkyView Investment Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $546K in Q3 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.