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

Stratos 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
2025
Q1 		– Sell
-4,500
Closed -$464K – 740
2024
Q4 		$464K Buy
4,500
+327
+8% +$34.1K 0.02% 493
2024
Q3 		$424K Buy
4,173
+324
+8% +$31.8K 0.02% 533
2024
Q2 		$375K Sell
3,849
-245
-6% -$22.9K 0.02% 534
2024
Q1 		$384K Buy
4,094
+23
+0.6% +$2.05K 0.02% 510
2023
Q4 		$344K Sell
4,071
-369
-8% -$29.1K 0.02% 531
2023
Q3 		$335K Buy
4,440
+7
+0.2% +$548 0.02% 500
2023
Q2 		$343K Sell
4,433
-703
-14% -$51.3K 0.02% 489
2023
Q1 		$366K Sell
5,136
-215
-4% -$14.9K 0.03% 463
2022
Q4 		$355K Buy
5,351
+37
+0.7% +$2.45K 0.03% 444
2022
Q3 		$328K Sell
5,314
-12,771
-71% -$881K 0.03% 411
2022
Q2 		$1.2M Buy
18,085
+5,692
+46% +$407K 0.11% 237
2022
Q1 		$981K Buy
+12,393
New +$968K 0.08% 278

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Stratos Wealth Advisors's SUSL Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2025, closing a stake of 4,500 shares — an estimated $464K sold.

Stratos Wealth Advisors first reported a position in SUSL in Q1 2022 and held it in 12 quarters. The position peaked at $1.2M in Q2 2022. 157 funds tracked by Wall St. Rank hold SUSL as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 4,500 iShares ESG MSCI USA Leaders ETF shares in Q1 2025, an estimated $464K.
  • Stratos Wealth Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and held it in 12 quarters.
  • Stratos Wealth Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $1.2M in Q2 2022.
  • 157 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.