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

Bailard’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 		$2.45M Buy
+18,479
New +$2.36M 0.05% 228

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

Bailard's SUSL Position: Q2 2026 in Review

Bailard opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 18,479 shares worth $2.45M. The stake represents 0.05% of the portfolio and ranks #228 among its holdings.

192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Bailard held 18,479 shares of iShares ESG MSCI USA Leaders ETF worth $2.45M as of Q2 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Bailard position in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.05% of Bailard's portfolio in Q2 2026, its #228 holding.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.