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 Q3	$218K	Sell	1,598 -2	-0.1%	-$270	0.05%	106
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

Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

SWS Partners's SUSL Position: Q3 2026 in Review

SWS Partners reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.13% in Q3 2026, selling an estimated $270 and leaving 1,598 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #106.

SWS Partners first reported a position in SUSL in Q1 2023 and has held it in 9 quarters since. The position peaked at $322K in Q3 2024. 172 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

SWS Partners held 1,598 shares of iShares ESG MSCI USA Leaders ETF worth $218K as of Q3 2026.
SWS Partners sold 2 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $270.
iShares ESG MSCI USA Leaders ETF made up 0.05% of SWS Partners's portfolio in Q3 2026, its #106 holding.
SWS Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 9 quarters since.
SWS Partners's iShares ESG MSCI USA Leaders ETF position peaked at $322K in Q3 2024.
172 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.