Wealth Enhancement Advisory Services
SUSL icon

Wealth Enhancement Advisory Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.6M Sell
201,362
-799
-0.4% -$102K 0.04% 357
2026
Q1 		$23.2M Sell
202,161
-52,278
-21% -$6.28M 0.05% 356
2025
Q4 		$31.3M Buy
254,439
+9,577
+4% +$1.14M 0.04% 357
2025
Q3 		$28.8M Buy
244,862
+3,474
+1% +$390K 0.04% 352
2025
Q2 		$26.4M Buy
241,388
+1,205
+0.5% +$120K 0.04% 352
2025
Q1 		$23M Buy
240,183
+5,917
+3% +$604K 0.04% 357
2024
Q4 		$24.1M Buy
234,266
+3,121
+1% +$325K 0.05% 335
2024
Q3 		$23.5M Buy
231,145
+19,787
+9% +$1.94M 0.05% 321
2024
Q2 		$20.6M Sell
211,358
-2,514
-1% -$235K 0.05% 326
2024
Q1 		$20.1M Buy
213,872
+11,912
+6% +$1.06M 0.05% 321
2023
Q4 		$17M Buy
201,960
+46,003
+29% +$3.62M 0.05% 332
2023
Q3 		$11.8M Buy
155,957
+65,403
+72% +$5.12M 0.04% 373
2023
Q2 		$7.01M Buy
90,554
+11,880
+15% +$867K 0.08% 105
2023
Q1 		$5.61M Buy
78,674
+19,023
+32% +$1.32M 0.07% 129
2022
Q4 		$4.14M Sell
59,651
-1,423
-2% -$94.3K 0.05% 133
2022
Q3 		$3.8M Buy
61,074
+11,537
+23% +$796K 0.05% 134
2022
Q2 		$3.39M Buy
49,537
+18,300
+59% +$1.31M 0.05% 162
2022
Q1 		$2.5M Buy
+31,237
New +$2.44M 0.03% 178

Other funds holding SUSL

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's SUSL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.4% in Q2 2026, selling an estimated $102K and leaving 201,362 shares worth $26.6M. The position accounts for 0.04% of the portfolio, ranked #357.

Wealth Enhancement Advisory Services first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $31.3M in Q4 2025. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 201,362 shares of iShares ESG MSCI USA Leaders ETF worth $26.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 799 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $102K.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #357 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG MSCI USA Leaders ETF position peaked at $31.3M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.