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 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 $2.21B AUM 9.01% 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

Wharton Business Group's SUSL Position: Q1 2026 in Review

Wharton Business Group reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3% in Q1 2026, selling an estimated $10.2K and leaving 2,725 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #119.

Wharton Business Group first reported a position in SUSL in Q1 2022 and has held it in 17 quarters since. The position peaked at $513K in Q2 2023. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Wharton Business Group held 2,725 shares of iShares ESG MSCI USA Leaders ETF worth $310K as of Q1 2026.
Wharton Business Group sold 85 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $10.2K.
iShares ESG MSCI USA Leaders ETF made up 0.01% of Wharton Business Group's portfolio in Q1 2026, its #119 holding.
Wharton Business Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 17 quarters since.
Wharton Business Group's iShares ESG MSCI USA Leaders ETF position peaked at $513K in Q2 2023.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.