Wealthspire Advisors (New York)’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$601K	Sell	5,286 -11,843	-69%	-$1.42M	﹤0.01%	526
2025 Q4	$2.08M	Buy	17,129 +5,094	+42%	+$609K	0.02%	292
2025 Q3	$1.41M	Buy	12,035 +16	+0.1%	+$1.8K	0.01%	329
2025 Q2	$1.3M	Buy	12,019 +15	+0.1%	+$1.5K	0.01%	338
2025 Q1	$1.15M	Buy	12,004 +16	+0.1%	+$1.63K	0.01%	354
2024 Q4	$1.24M	Sell	11,988 -11,951	-50%	-$1.25M	0.01%	330
2024 Q3	$2.43M	Buy	+23,939	New	+$2.35M	0.02%	217

Other funds holding SUSL

BOI

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s SUSL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 69% in Q1 2026, selling an estimated $1.42M and leaving 5,286 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Wealthspire Advisors (New York) first reported a position in SUSL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q3 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Wealthspire Advisors (New York) held 5,286 shares of iShares ESG MSCI USA Leaders ETF worth $601K as of Q1 2026.
Wealthspire Advisors (New York) sold 11,843 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $1.42M.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #526 holding.
Wealthspire Advisors (New York) first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s iShares ESG MSCI USA Leaders ETF position peaked at $2.43M in Q3 2024.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.