CI Investments Inc
SUSL icon

CI Investments Inc’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

CI Investments Inc’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 		$520K Sell
3,919
-200
-5% -$25.6K ﹤0.01% 625
2026
Q1 		$468K Buy
4,119
+500
+14% +$60.1K ﹤0.01% 493
2025
Q4 		$439K Buy
3,619
+300
+9% +$35.9K ﹤0.01% 511
2025
Q3 		$388K Sell
3,319
-200
-6% -$22.5K ﹤0.01% 566
2025
Q2 		$381K Sell
3,519
-1,900
-35% -$189K ﹤0.01% 579
2025
Q1 		$519K Buy
5,419
+50
+0.9% +$5.1K ﹤0.01% 517
2024
Q4 		$553K Sell
5,369
-275
-5% -$28.7K ﹤0.01% 496
2024
Q3 		$573K Sell
5,644
-200
-3% -$19.6K ﹤0.01% 476
2024
Q2 		$569K Sell
5,844
-350
-6% -$32.7K ﹤0.01% 464
2024
Q1 		$581K Buy
6,194
+225
+4% +$20K ﹤0.01% 467
2023
Q4 		$504K Buy
5,969
+75
+1% +$5.91K ﹤0.01% 451
2023
Q3 		$444K Buy
5,894
+415
+8% +$32.5K ﹤0.01% 454
2023
Q2 		$424K Sell
5,479
-3,050
-36% -$223K ﹤0.01% 488
2023
Q1 		$608K Sell
8,529
-1,450
-15% -$100K ﹤0.01% 408
2022
Q4 		$662K Sell
9,979
-825
-8% -$54.7K ﹤0.01% 403
2022
Q3 		$667K Buy
10,804
+1,695
+19% +$117K ﹤0.01% 401
2022
Q2 		$605K Buy
9,109
+127
+1% +$9.09K ﹤0.01% 437
2022
Q1 		$712K Buy
8,982
+3,135
+54% +$245K ﹤0.01% 484
2021
Q4 		$493K Buy
5,847
+3,612
+162% +$295K ﹤0.01% 579
2021
Q3 		$169K Buy
+2,235
New +$174K ﹤0.01% 759

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

CI Investments Inc's SUSL Position: Q2 2026 in Review

CI Investments Inc reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 4.9% in Q2 2026, selling an estimated $25.6K and leaving 3,919 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

CI Investments Inc first reported a position in SUSL in Q3 2021 and has held it in 20 quarters since. The position peaked at $712K in Q1 2022. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • CI Investments Inc held 3,919 shares of iShares ESG MSCI USA Leaders ETF worth $520K as of Q2 2026.
  • CI Investments Inc sold 200 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $25.6K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #625 holding.
  • CI Investments Inc first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2021 and has held it in 20 quarters since.
  • CI Investments Inc's iShares ESG MSCI USA Leaders ETF position peaked at $712K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.