WBG
SUSL icon

Wharton Business Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Wharton Business Group’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 		$292K Sell
2,200
-525
-19% -$67.1K 0.01% 122
2026
Q1 		$310K Sell
2,725
-85
-3% -$10.2K 0.01% 119
2025
Q4 		$341K Sell
2,810
-1,065
-27% -$127K 0.01% 115
2025
Q3 		$454K Hold
3,875
– – 0.02% 103
2025
Q2 		$420K Hold
3,875
– – 0.02% 107
2025
Q1 		$371K Hold
3,875
– – 0.02% 107
2024
Q4 		$399K Sell
3,875
-1,115
-22% -$116K 0.02% 105
2024
Q3 		$507K Hold
4,990
– – 0.02% 101
2024
Q2 		$486K Hold
4,990
– – 0.03% 97
2024
Q1 		$468K Sell
4,990
-490
-9% -$43.6K 0.02% 98
2023
Q4 		$462K Hold
5,480
– – 0.02% 94
2023
Q3 		$413K Sell
5,480
-1,145
-17% -$89.6K 0.02% 104
2023
Q2 		$513K Sell
6,625
-415
-6% -$30.3K 0.03% 87
2023
Q1 		$501K Buy
7,040
+205
+3% +$14.2K 0.03% 91
2022
Q4 		$453K Buy
6,835
+845
+14% +$56K 0.03% 96
2022
Q3 		$369K Buy
5,990
+960
+19% +$66.2K 0.03% 96
2022
Q2 		$334K Hold
5,030
– – 0.02% 104
2022
Q1 		$398K Buy
+5,030
New +$393K 0.02% 102

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

Wharton Business Group's SUSL Position: Q2 2026 in Review

Wharton Business Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 19% in Q2 2026, selling an estimated $67.1K and leaving 2,200 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #122.

Wharton Business Group first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $513K in Q2 2023. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Wharton Business Group held 2,200 shares of iShares ESG MSCI USA Leaders ETF worth $292K as of Q2 2026.
  • Wharton Business Group sold 525 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $67.1K.
  • iShares ESG MSCI USA Leaders ETF made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #122 holding.
  • Wharton Business Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • Wharton Business Group's iShares ESG MSCI USA Leaders ETF position peaked at $513K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.