DT Investment Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

DT Investment Partners’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	$72.7K	Hold	640	–	–	0.01%	216
2025 Q4	$77.6K	Buy	640 +50	+8%	+$5.98K	0.01%	220
2025 Q3	$69.1K	Buy	590 +3	+0.5%	+$337	0.01%	216
2025 Q2	$63.6K	Buy	587 +57	+11%	+$5.68K	0.01%	215
2025 Q1	$50.8K	Buy	530 +32	+6%	+$3.27K	﹤0.01%	232
2024 Q4	$51.3K	Hold	498	–	–	﹤0.01%	230
2024 Q3	$50.6K	Hold	498	–	–	﹤0.01%	249
2024 Q2	$48.5K	Hold	498	–	–	﹤0.01%	239
2024 Q1	$46.7K	Buy	498 +7	+1%	+$623	﹤0.01%	230
2023 Q4	$43.1K	Sell	491 -633	-56%	-$49.9K	﹤0.01%	232
2023 Q3	$84.8K	Hold	1,124	–	–	0.01%	171
2023 Q2	$89.7K	Hold	1,124	–	–	0.01%	174
2023 Q1	$81.1K	Buy	1,124 +69	+7%	+$4.78K	0.01%	184
2022 Q4	$70K	Sell	1,055 -16	-1%	-$1.06K	0.01%	187
2022 Q3	$66K	Buy	+1,071	New	+$73.9K	0.01%	185

Other funds holding SUSL

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 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

DT Investment Partners's SUSL Position: Q1 2026 in Review

DT Investment Partners held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 640 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #216.

DT Investment Partners first reported a position in SUSL in Q3 2022 and has held it in 15 quarters since. The position peaked at $89.7K in Q2 2023. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

DT Investment Partners held 640 shares of iShares ESG MSCI USA Leaders ETF worth $72.7K as of Q1 2026.
DT Investment Partners left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
iShares ESG MSCI USA Leaders ETF made up 0.01% of DT Investment Partners's portfolio in Q1 2026, its #216 holding.
DT Investment Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and has held it in 15 quarters since.
DT Investment Partners's iShares ESG MSCI USA Leaders ETF position peaked at $89.7K in Q2 2023.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.