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 Q2	$86.6K	Buy	652 +12	+2%	+$1.53K	0.01%	213
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 $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

DT Investment Partners's SUSL Position: Q2 2026 in Review

DT Investment Partners increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.9% in Q2 2026, buying an estimated $1.53K and bringing the position to 652 shares worth $86.6K. The position accounts for 0.01% of the portfolio, ranked #213.

DT Investment Partners first reported a position in SUSL in Q3 2022 and has held it in 16 quarters since. The position peaked at $89.7K in Q2 2023. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

DT Investment Partners held 652 shares of iShares ESG MSCI USA Leaders ETF worth $86.6K as of Q2 2026.
DT Investment Partners bought 12 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $1.53K.
iShares ESG MSCI USA Leaders ETF made up 0.01% of DT Investment Partners's portfolio in Q2 2026, its #213 holding.
DT Investment Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's iShares ESG MSCI USA Leaders ETF position peaked at $89.7K in Q2 2023.
195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.