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
Q3 		$27.5M Sell
201,167
-195
-0.1% -$26.3K 0.04% 389
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

Bank of Italy
Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Ellevest Inc
Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's SUSL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.1% in Q3 2026, selling an estimated $26.3K and leaving 201,167 shares worth $27.5M. The position accounts for 0.04% of the portfolio, ranked #389.

Wealth Enhancement Advisory Services first reported a position in SUSL in Q1 2022 and has held it in 19 quarters since. The position peaked at $31.3M in Q4 2025. 172 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 201,167 shares of iShares ESG MSCI USA Leaders ETF worth $27.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 195 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $26.3K.
  • iShares ESG MSCI USA Leaders ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #389 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG MSCI USA Leaders ETF position peaked at $31.3M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.