Triumph Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Triumph Capital Management’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	$37.2K	Sell	280 -80	-22%	-$10.2K	0.01%	755
2026 Q1	$40.9K	Hold	360	–	–	0.01%	693
2025 Q4	$43.7K	Buy	+360	New	+$43K	0.01%	651
2022 Q2	–	Sell	-6,766	Closed	-$536K	–	226
2022 Q1	$536K	Buy	6,766 +4,156	+159%	+$325K	0.23%	109
2021 Q4	$220K	Sell	2,610 -69	-3%	-$5.64K	0.1%	192
2021 Q3	$202K	Hold	2,679	–	–	0.09%	180
2021 Q2	$205K	Buy	+2,679	New	+$195K	0.12%	158

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

Triumph Capital Management's SUSL Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 22% in Q2 2026, selling an estimated $10.2K and leaving 280 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #755.

Triumph Capital Management first reported a position in SUSL in Q2 2021 and has held it in 7 quarters since. The position peaked at $536K in Q1 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Triumph Capital Management held 280 shares of iShares ESG MSCI USA Leaders ETF worth $37.2K as of Q2 2026.
Triumph Capital Management sold 80 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $10.2K.
iShares ESG MSCI USA Leaders ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #755 holding.
Triumph Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and has held it in 7 quarters since.
Triumph Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $536K in Q1 2022.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.