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

Ellevest 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 Q1	$17.7M	Buy	156,004 +7,545	+5%	+$907K	2.46%	7
2025 Q4	$18M	Buy	148,459 +5,179	+4%	+$619K	2.49%	8
2025 Q3	$16.8M	Buy	143,280 +15,520	+12%	+$1.74M	2.4%	8
2025 Q2	$13.8M	Buy	127,760 +8,424	+7%	+$840K	2.21%	11
2025 Q1	$11.4M	Buy	119,336 +8,565	+8%	+$874K	0.76%	16
2024 Q4	$11.4M	Buy	110,771 +6,860	+7%	+$715K	0.66%	22
2024 Q3	$10.5M	Buy	103,911 +10,397	+11%	+$1.02M	0.58%	23
2024 Q2	$9.11M	Buy	93,514 +10,407	+13%	+$973K	0.55%	24
2024 Q1	$7.8M	Buy	83,107 +6,222	+8%	+$554K	0.48%	27
2023 Q4	$6.49M	Buy	76,885 +6,747	+10%	+$532K	0.44%	30
2023 Q3	$5.29M	Buy	+70,138	New	+$5.49M	0.41%	28

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

CCWA

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

Ellevest Inc's SUSL Position: Q1 2026 in Review

Ellevest Inc increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 5.1% in Q1 2026, buying an estimated $907K and bringing the position to 156,004 shares worth $17.7M. The position accounts for 2.46% of the portfolio, ranked #7.

Ellevest Inc first reported a position in SUSL in Q3 2023 and has held it in 11 quarters since. The position peaked at $18M in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

Ellevest Inc held 156,004 shares of iShares ESG MSCI USA Leaders ETF worth $17.7M as of Q1 2026.
Ellevest Inc bought 7,545 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $907K.
iShares ESG MSCI USA Leaders ETF made up 2.46% of Ellevest Inc's portfolio in Q1 2026, its #7 holding.
Ellevest Inc first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and has held it in 11 quarters since.
Ellevest Inc's iShares ESG MSCI USA Leaders ETF position peaked at $18M in Q4 2025.
192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.