WealthPlan Investment Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

WealthPlan Investment Management’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	$765K	Hold	5,759	–	–	0.04%	261
2026 Q1	$654K	Sell	5,759 -522	-8%	-$62.7K	0.04%	264
2025 Q4	$762K	Sell	6,281 -106	-2%	-$12.7K	0.05%	217
2025 Q3	$748K	Sell	6,387 -93	-1%	-$10.4K	0.05%	197
2025 Q2	$702K	Buy	+6,480	New	+$646K	0.05%	209
2023 Q3	–	Sell	-1,968	Closed	-$152K	–	329
2023 Q2	$152K	Hold	1,968	–	–	0.05%	138
2023 Q1	$140K	Buy	+1,968	New	+$136K	0.02%	179

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WealthPlan Investment Management's SUSL Position: Q2 2026 in Review

WealthPlan Investment Management held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 5,759 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #261.

WealthPlan Investment Management first reported a position in SUSL in Q1 2023 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

WealthPlan Investment Management held 5,759 shares of iShares ESG MSCI USA Leaders ETF worth $765K as of Q2 2026.
WealthPlan Investment Management left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
iShares ESG MSCI USA Leaders ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #261 holding.
WealthPlan Investment Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.