Wealthcare Advisory Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Wealthcare Advisory Partners’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	$962K	Buy	7,244 +13	+0.2%	+$1.66K	0.02%	532
2026 Q1	$822K	Buy	7,231 +44	+0.6%	+$5.29K	0.02%	570
2025 Q4	$871K	Sell	7,187 -368	-5%	-$44K	0.02%	553
2025 Q3	$884K	Buy	7,555 +17	+0.2%	+$1.91K	0.02%	535
2025 Q2	$817K	Buy	7,538 +786	+12%	+$78.4K	0.02%	524
2025 Q1	$647K	Buy	6,752 +1,193	+21%	+$122K	0.02%	537
2024 Q4	$573K	Buy	5,559 +17	+0.3%	+$1.77K	0.02%	537
2024 Q3	$563K	Buy	5,542 +6	+0.1%	+$589	0.02%	544
2024 Q2	$539K	Buy	5,536 +12	+0.2%	+$1.12K	0.02%	522
2024 Q1	$518K	Sell	5,524 -723	-12%	-$64.4K	0.02%	532
2023 Q4	$527K	Buy	+6,247	New	+$492K	0.02%	479
2023 Q1	–	Sell	-13,821	Closed	-$916K	–	741
2022 Q4	$916K	Buy	13,821 +9,779	+242%	+$648K	0.04%	292
2022 Q3	$250K	Buy	+4,042	New	+$279K	0.01%	526

Other funds holding SUSL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Wealthcare Advisory Partners's SUSL Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.18% in Q2 2026, buying an estimated $1.66K and bringing the position to 7,244 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #532.

Wealthcare Advisory Partners first reported a position in SUSL in Q3 2022 and has held it in 13 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

Wealthcare Advisory Partners held 7,244 shares of iShares ESG MSCI USA Leaders ETF worth $962K as of Q2 2026.
Wealthcare Advisory Partners bought 13 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1.66K.
iShares ESG MSCI USA Leaders ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #532 holding.
Wealthcare Advisory Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and has held it in 13 quarters since.
37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.