Creative Planning
SUSL icon

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

Creative Planning’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 		$26.4M Sell
198,802
-6,554
-3% -$838K 0.02% 402
2026
Q1 		$23.3M Buy
205,356
+2,832
+1% +$340K 0.02% 377
2025
Q4 		$24.6M Sell
202,524
-2,349
-1% -$281K 0.02% 320
2025
Q3 		$24M Sell
204,873
-13,100
-6% -$1.47M 0.02% 315
2025
Q2 		$23.6M Sell
217,973
-7,382
-3% -$736K 0.02% 302
2025
Q1 		$21.6M Buy
225,355
+13,589
+6% +$1.39M 0.02% 306
2024
Q4 		$21.8M Sell
211,766
-1,729
-0.8% -$180K 0.02% 277
2024
Q3 		$21.7M Sell
213,495
-662
-0.3% -$65K 0.02% 268
2024
Q2 		$20.9M Sell
214,157
-712
-0.3% -$66.5K 0.02% 259
2024
Q1 		$20.2M Sell
214,869
-11,538
-5% -$1.03M 0.02% 263
2023
Q4 		$19.1M Sell
226,407
-8,573
-4% -$675K 0.04% 244
2023
Q3 		$17.7M Buy
234,980
+7,783
+3% +$609K 0.02% 257
2023
Q2 		$17.6M Sell
227,197
-3,520
-2% -$257K 0.02% 246
2023
Q1 		$16.4M Buy
230,717
+40,999
+22% +$2.84M 0.02% 246
2022
Q4 		$12.6M Sell
189,718
-53,116
-22% -$3.52M 0.02% 289
2022
Q3 		$15M Buy
242,834
+136,627
+129% +$9.42M 0.03% 226
2022
Q2 		$7.05M Buy
106,207
+9,316
+10% +$667K 0.01% 380
2022
Q1 		$7.67M Buy
96,891
+72,557
+298% +$5.67M 0.01% 365
2021
Q4 		$2.05M Buy
+24,334
New +$1.99M ﹤0.01% 682
2021
Q1 		– Sell
-4,412
Closed -$287K – 2718
2020
Q4 		$287K Buy
+4,412
New +$271K ﹤0.01% 1657

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Creative Planning's SUSL Position: Q2 2026 in Review

Creative Planning reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3.2% in Q2 2026, selling an estimated $838K and leaving 198,802 shares worth $26.4M. The position accounts for 0.02% of the portfolio, ranked #402.

Creative Planning first reported a position in SUSL in Q4 2020 and has held it in 20 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Creative Planning held 198,802 shares of iShares ESG MSCI USA Leaders ETF worth $26.4M as of Q2 2026.
  • Creative Planning sold 6,554 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $838K.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #402 holding.
  • Creative Planning first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and has held it in 20 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.