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W Advisors LLC’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

W Advisors LLC’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 		$6.25M Sell
47,110
-6,189
-12% -$791K 2.84% 6
2026
Q1 		$6.05M Sell
53,299
-3,648
-6% -$438K 3.1% 7
2025
Q4 		$6.91M Sell
56,947
-1,497
-3% -$179K 3.47% 7
2025
Q3 		$6.84M Sell
58,444
-9,749
-14% -$1.1M 3.6% 6
2025
Q2 		$7.39M Sell
68,193
-2,070
-3% -$206K 4.24% 5
2025
Q1 		$6.73M Hold
70,263
– – 4.21% 6
2024
Q4 		$7.24M Sell
70,263
-1,451
-2% -$151K 4.48% 5
2024
Q3 		$7.28M Hold
71,714
– – 4.48% 4
2024
Q2 		$6.99M Sell
71,714
-1,144
-2% -$107K 4.58% 4
2024
Q1 		$6.84M Sell
72,858
-3,250
-4% -$289K 4.69% 3
2023
Q4 		$6.42M Sell
76,108
-398
-0.5% -$31.4K 4.76% 4
2023
Q3 		$5.77M Sell
76,506
-57
-0.1% -$4.46K 4.74% 4
2023
Q2 		$5.93M Sell
76,563
-131
-0.2% -$9.56K 4.64% 4
2023
Q1 		$5.47M Sell
76,694
-242
-0.3% -$16.8K 4.51% 4
2022
Q4 		$5.1M Buy
76,936
+1,157
+2% +$76.7K 4.25% 3
2022
Q3 		$4.68M Buy
75,779
+71,362
+1,616% +$4.92M 4.36% 4
2022
Q2 		$293K Sell
4,417
-20,572
-82% -$1.47M 0.25% 77
2022
Q1 		$1.98M Buy
+24,989
New +$1.95M 1.5% 18

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

W Advisors LLC's SUSL Position: Q2 2026 in Review

W Advisors LLC reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 12% in Q2 2026, selling an estimated $791K and leaving 47,110 shares worth $6.25M. The position accounts for 2.84% of the portfolio, ranked #6.

W Advisors LLC first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.39M in Q2 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • W Advisors LLC held 47,110 shares of iShares ESG MSCI USA Leaders ETF worth $6.25M as of Q2 2026.
  • W Advisors LLC sold 6,189 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $791K.
  • iShares ESG MSCI USA Leaders ETF made up 2.84% of W Advisors LLC's portfolio in Q2 2026, its #6 holding.
  • W Advisors LLC first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • W Advisors LLC's iShares ESG MSCI USA Leaders ETF position peaked at $7.39M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.