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 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 $2.21B AUM 9.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Stratos Wealth Partners's SUSL Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 5% in Q1 2026, selling an estimated $44.9K and leaving 7,170 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #873.

Stratos Wealth Partners first reported a position in SUSL in Q1 2023 and has held it in 13 quarters since. The position peaked at $940K in Q4 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Stratos Wealth Partners held 7,170 shares of iShares ESG MSCI USA Leaders ETF worth $815K as of Q1 2026.
Stratos Wealth Partners sold 374 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $44.9K.
iShares ESG MSCI USA Leaders ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #873 holding.
Stratos Wealth Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 13 quarters since.
Stratos Wealth Partners's iShares ESG MSCI USA Leaders ETF position peaked at $940K in Q4 2024.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.