SUSL — ISHARES ESG MSCI USA LEADERS ETF

Ownership history in TCWP LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which TCWP LLC reported a position in ISHARES ESG MSCI USA LEADERS ETF (SUSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.88% (2024 Q1)
Avg. % of fund
1.08%
First filed
2022 Q2
Last filed
2024 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 7,528 — 0% 1.80% $733K $99.86
2024 Q2 UNCHANGED 7,528 — 0% 1.80% $733K $95.53
2024 Q1 UNCHANGED 7,528 — 0% 1.88% $707K $91.81
2023 Q4 ADDED 7,528 +248 +3.4% 1.79% $635K $82.32
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUSL price (monthly, adj. close)

Other funds also holding SUSL

As of 2025 Q4 — sorted by position size

W ADVISORS, LLC 3Y 3.47% Ellevest, Inc. 3Y 7Y 2.49% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 2.3% SK Wealth Management, LLC 1.76% Obsido Oy 1.0% One Wealth Advisors, LLC 3Y 7Y 0.94% Omega Financial Group, LLC 3Y 7Y 0.83% Values Added Financial LLC 0.79% Bond & Devick Financial Network, Inc. 3Y 0.49% KICKSTAND VENTURES, LLC. 0.46%
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