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

Bessemer 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	–	Sell	-97	Closed	-$12K	–	2681
2025 Q4	$12K	Buy	+97	New	+$11.6K	﹤0.01%	2063

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 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

Bessemer Group's SUSL Position: Q1 2026 in Review

Bessemer Group sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2026, closing a stake of 97 shares — an estimated $12K sold.

Bessemer Group first reported a position in SUSL in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Bessemer Group reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 97 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $12K.
Bessemer Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and held it in 1 quarter.
Bessemer Group's iShares ESG MSCI USA Leaders ETF position peaked at $12K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.