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

Stratos Wealth Partners’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 		$1.03M Buy
7,756
+586
+8% +$74.9K 0.01% 832
2026
Q1 		$815K Sell
7,170
-374
-5% -$44.9K 0.01% 873
2025
Q4 		$915K Sell
7,544
-174
-2% -$20.8K 0.01% 804
2025
Q3 		$903K Buy
7,718
+31
+0.4% +$3.48K 0.01% 786
2025
Q2 		$833K Sell
7,687
-271
-3% -$27K 0.01% 753
2025
Q1 		$762K Sell
7,958
-1,163
-13% -$119K 0.01% 751
2024
Q4 		$940K Buy
9,121
+1,364
+18% +$142K 0.01% 717
2024
Q3 		$788K Sell
7,757
-317
-4% -$31.1K 0.01% 769
2024
Q2 		$787K Buy
8,074
+51
+0.6% +$4.77K 0.01% 735
2024
Q1 		$753K Sell
8,023
-111
-1% -$9.88K 0.01% 753
2023
Q4 		$686K Sell
8,134
-487
-6% -$38.4K 0.01% 753
2023
Q3 		$650K Buy
8,621
+1,131
+15% +$88.5K 0.01% 718
2023
Q2 		$580K Buy
7,490
+234
+3% +$17.1K 0.01% 710
2023
Q1 		$517K Buy
+7,256
New +$503K 0.01% 686

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

Stratos Wealth Partners's SUSL Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 8.2% in Q2 2026, buying an estimated $74.9K and bringing the position to 7,756 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #832.

Stratos Wealth Partners first reported a position in SUSL in Q1 2023 and has held it in 14 quarters since. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Stratos Wealth Partners held 7,756 shares of iShares ESG MSCI USA Leaders ETF worth $1.03M as of Q2 2026.
  • Stratos Wealth Partners bought 586 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $74.9K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #832 holding.
  • Stratos Wealth Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 14 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.