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

Clean Yield 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
-455
Closed -$55.2K – 416
2025
Q4 		$55.2K Hold
455
– – 0.02% 218
2025
Q3 		$53.3K Buy
+455
New +$51.1K 0.02% 223

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Clean Yield Group's SUSL Position: Q1 2026 in Review

Clean Yield Group sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2026, closing a stake of 455 shares — an estimated $55.2K sold.

Clean Yield Group first reported a position in SUSL in Q3 2025 and held it in 2 quarters. The position peaked at $55.2K in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Clean Yield Group reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Clean Yield Group sold 455 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $55.2K.
  • Clean Yield Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2025 and held it in 2 quarters.
  • Clean Yield Group's iShares ESG MSCI USA Leaders ETF position peaked at $55.2K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.