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

SWS 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	$212K	Buy	+1,600	New	+$205K	0.05%	107
2024 Q4	–	Sell	-3,172	Closed	-$322K	–	124
2024 Q3	$322K	Buy	3,172 +200	+7%	+$19.6K	0.1%	108
2024 Q2	$290K	Sell	2,972 -302	-9%	-$28.2K	0.09%	106
2024 Q1	$307K	Buy	3,274 +223	+7%	+$19.9K	0.09%	106
2023 Q4	$257K	Buy	3,051 +50	+2%	+$3.94K	0.08%	106
2023 Q3	$226K	Sell	3,001 -171	-5%	-$13.4K	0.08%	110
2023 Q2	$246K	Sell	3,172 -153	-5%	-$11.2K	0.09%	107
2023 Q1	$237K	Buy	+3,325	New	+$230K	0.09%	111

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

SWS Partners's SUSL Position: Q2 2026 in Review

SWS Partners opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 1,600 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings. This is a return to the name: SWS Partners previously reported a position in SUSL as recently as Q3 2024.

SWS Partners first reported a position in SUSL in Q1 2023 and has held it in 8 quarters since. The position peaked at $322K in Q3 2024. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

SWS Partners held 1,600 shares of iShares ESG MSCI USA Leaders ETF worth $212K as of Q2 2026.
iShares ESG MSCI USA Leaders ETF was a new SWS Partners position in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.05% of SWS Partners's portfolio in Q2 2026, its #107 holding.
SWS Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 8 quarters since.
SWS Partners's iShares ESG MSCI USA Leaders ETF position peaked at $322K in Q3 2024.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.