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Win Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Win Advisors’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 		$453K Sell
3,411
-364
-10% -$46.5K 0.16% 65
2026
Q1 		$429K Buy
+3,775
New +$454K 0.2% 65
2024
Q4 		– Sell
-3,969
Closed -$403K – 86
2024
Q3 		$403K Sell
3,969
-4
-0.1% -$393 0.19% 54
2024
Q2 		$387K Buy
+3,973
New +$371K 0.17% 47

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

Win Advisors's SUSL Position: Q2 2026 in Review

Win Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 9.6% in Q2 2026, selling an estimated $46.5K and leaving 3,411 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #65.

Win Advisors first reported a position in SUSL in Q2 2024 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Win Advisors held 3,411 shares of iShares ESG MSCI USA Leaders ETF worth $453K as of Q2 2026.
  • Win Advisors sold 364 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $46.5K.
  • iShares ESG MSCI USA Leaders ETF made up 0.16% of Win Advisors's portfolio in Q2 2026, its #65 holding.
  • Win Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2024 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.