Envestnet Asset Management
SUSL icon

Envestnet Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Envestnet Asset Management’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 		$4.2M Sell
31,636
-392
-1% -$50.1K ﹤0.01% 2591
2026
Q1 		$3.64M Buy
32,028
+17,382
+119% +$2.09M ﹤0.01% 2575
2025
Q4 		$1.78M Sell
14,646
-16,442
-53% -$1.97M ﹤0.01% 2915
2025
Q3 		$3.64M Sell
31,088
-657,016
-95% -$73.8M ﹤0.01% 2475
2025
Q2 		$74.6M Sell
688,104
-8,797
-1% -$877K 0.02% 596
2025
Q1 		$66.8M Sell
696,901
-118,787
-15% -$12.1M 0.02% 603
2024
Q4 		$84M Buy
815,688
+42,467
+5% +$4.43M 0.03% 521
2024
Q3 		$78.5M Buy
773,221
+100,834
+15% +$9.9M 0.03% 559
2024
Q2 		$65.5M Buy
672,387
+76,347
+13% +$7.14M 0.02% 571
2024
Q1 		$55.9M Buy
596,040
+56,239
+10% +$5.01M 0.02% 620
2023
Q4 		$45.5M Buy
539,801
+103,187
+24% +$8.13M 0.02% 647
2023
Q3 		$32.9M Buy
436,614
+90,091
+26% +$7.05M 0.02% 741
2023
Q2 		$26.8M Buy
346,523
+94,862
+38% +$6.93M 0.01% 789
2023
Q1 		$17.9M Sell
251,661
-309,542
-55% -$21.4M 0.01% 945
2022
Q4 		$37.2M Buy
561,203
+419,782
+297% +$27.8M 0.02% 568
2022
Q3 		$8.73M Buy
141,421
+66,445
+89% +$4.58M 0.01% 1198
2022
Q2 		$4.98M Buy
74,976
+62,348
+494% +$4.46M ﹤0.01% 1522
2022
Q1 		$1M Buy
12,628
+4,600
+57% +$359K ﹤0.01% 2667
2021
Q4 		$677K Buy
+8,028
New +$656K ﹤0.01% 2882

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Envestnet Asset Management's SUSL Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.2% in Q2 2026, selling an estimated $50.1K and leaving 31,636 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Envestnet Asset Management first reported a position in SUSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $84M in Q4 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Envestnet Asset Management held 31,636 shares of iShares ESG MSCI USA Leaders ETF worth $4.2M as of Q2 2026.
  • Envestnet Asset Management sold 392 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $50.1K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2591 holding.
  • Envestnet Asset Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2021 and has held it in 19 quarters since.
  • Envestnet Asset Management's iShares ESG MSCI USA Leaders ETF position peaked at $84M in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.