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

Wealth Enhancement Trust 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 		$241K Hold
1,814
– – 0.03% 273
2026
Q1 		$206K Hold
1,814
– – 0.02% 276
2025
Q4 		$220K Buy
+1,814
New +$217K 0.03% 254

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 $80B AUM 26.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 1,814 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #273.

Wealth Enhancement Trust Services first reported a position in SUSL in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,814 shares of iShares ESG MSCI USA Leaders ETF worth $241K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #273 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

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