Wells Fargo
SUSL icon

Wells Fargo’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Wells Fargo’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 		$1.93M Sell
14,515
-7,836
-35% -$1M ﹤0.01% 3638
2026
Q1 		$2.54M Sell
22,351
-1,156
-5% -$139K ﹤0.01% 3087
2025
Q4 		$2.85M Sell
23,507
-514
-2% -$61.4K ﹤0.01% 3161
2025
Q3 		$2.81M Buy
24,021
+1,494
+7% +$168K ﹤0.01% 3072
2025
Q2 		$2.44M Buy
22,527
+2,492
+12% +$248K ﹤0.01% 3070
2025
Q1 		$1.92M Buy
20,035
+8,096
+68% +$826K ﹤0.01% 3189
2024
Q4 		$1.23M Sell
11,939
-735
-6% -$76.6K ﹤0.01% 3557
2024
Q3 		$1.29M Sell
12,674
-3,871
-23% -$380K ﹤0.01% 3377
2024
Q2 		$1.61M Buy
16,545
+4,507
+37% +$421K ﹤0.01% 3148
2024
Q1 		$1.13M Sell
12,038
-3,496
-23% -$311K ﹤0.01% 3384
2023
Q4 		$1.31M Buy
15,534
+14,075
+965% +$1.11M ﹤0.01% 3244
2023
Q3 		$110K Buy
1,459
+422
+41% +$33K ﹤0.01% 4724
2023
Q2 		$80.3K Sell
1,037
-114
-10% -$8.32K ﹤0.01% 5168
2023
Q1 		$82.1K Buy
1,151
+125
+12% +$8.66K ﹤0.01% 4908
2022
Q4 		$68K Sell
1,026
-19,255
-95% -$1.28M ﹤0.01% 4727
2022
Q3 		$1.25M Sell
20,281
-3,452
-15% -$238K ﹤0.01% 3079
2022
Q2 		$1.58M Sell
23,733
-4,105
-15% -$294K ﹤0.01% 2974
2022
Q1 		$2.2M Sell
27,838
-1,289,010
-98% -$101M ﹤0.01% 3205
2021
Q4 		$111M Buy
1,316,848
+718,379
+120% +$58.7M 0.03% 454
2021
Q3 		$45.2M Buy
598,469
+597,360
+53,865% +$46.4M 0.01% 1133
2021
Q2 		$83K Hold
1,109
– – ﹤0.01% 5366
2021
Q1 		$77K Buy
+1,109
New +$74.5K ﹤0.01% 5605
2020
Q4 		– Sell
-1
Closed -$61 – 6999
2020
Q3 		$0 Buy
+1
New +$58 ﹤0.01% 6876
2020
Q2 		– Sell
-2
Closed -$102 – 6796
2020
Q1 		$0 Buy
2
+1
+100% +$53 ﹤0.01% 6769
2019
Q4 		$0 Buy
+1
New +$53 ﹤0.01% 6722

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 $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Wells Fargo's SUSL Position: Q2 2026 in Review

Wells Fargo reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 35% in Q2 2026, selling an estimated $1M and leaving 14,515 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

Wells Fargo first reported a position in SUSL in Q4 2019 and has held it in 25 quarters since. The position peaked at $111M in Q4 2021. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Wells Fargo held 14,515 shares of iShares ESG MSCI USA Leaders ETF worth $1.93M as of Q2 2026.
  • Wells Fargo sold 7,836 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1M.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3638 holding.
  • Wells Fargo first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2019 and has held it in 25 quarters since.
  • Wells Fargo's iShares ESG MSCI USA Leaders ETF position peaked at $111M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.