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Wealth Alliance’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Wealth Alliance’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 		$202K Hold
1,782
– – 0.02% 534
2025
Q4 		$216K Buy
+1,782
New +$213K 0.02% 518
2025
Q3 		– Sell
-4,832
Closed -$524K – 593
2025
Q2 		$524K Sell
4,832
-1,556
-24% -$155K 0.06% 281
2025
Q1 		$612K Sell
6,388
-213
-3% -$21.7K 0.07% 238
2024
Q4 		$680K Buy
6,601
+126
+2% +$13.1K 0.08% 215
2024
Q3 		$657K Buy
6,475
+505
+8% +$49.6K 0.08% 222
2024
Q2 		$582K Sell
5,970
-1,629
-21% -$152K 0.08% 232
2024
Q1 		$713K Sell
7,599
-6,089
-44% -$542K 0.09% 205
2023
Q4 		$1.15M Sell
13,688
-124
-0.9% -$9.77K 0.16% 128
2023
Q3 		$1.04M Buy
13,812
+1,424
+11% +$111K 0.16% 128
2023
Q2 		$959K Sell
12,388
-1,624
-12% -$119K 0.14% 144
2023
Q1 		$998K Sell
14,012
-1,528
-10% -$106K 0.16% 137
2022
Q4 		$1.03M Sell
15,540
-2,205
-12% -$146K 0.18% 128
2022
Q3 		$1.1M Sell
17,745
-12,648
-42% -$872K 0.22% 105
2022
Q2 		$2.02M Buy
30,393
+507
+2% +$36.3K 0.39% 51
2022
Q1 		$2.37M Buy
29,886
+26,531
+791% +$2.07M 0.48% 34
2021
Q4 		$283K Hold
3,355
– – 0.06% 346
2021
Q3 		$253K Sell
3,355
-29
-0.9% -$2.25K 0.06% 349
2021
Q2 		$254K Sell
3,384
-32
-0.9% -$2.33K 0.06% 366
2021
Q1 		$237K Buy
+3,416
New +$229K 0.07% 344

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wealth Alliance's SUSL Position: Q1 2026 in Review

Wealth Alliance held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 1,782 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #534.

Wealth Alliance first reported a position in SUSL in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.37M in Q1 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Wealth Alliance held 1,782 shares of iShares ESG MSCI USA Leaders ETF worth $202K as of Q1 2026.
  • Wealth Alliance left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #534 holding.
  • Wealth Alliance first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 20 quarters since.
  • Wealth Alliance's iShares ESG MSCI USA Leaders ETF position peaked at $2.37M in Q1 2022.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.