EH
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Equitable Holdings’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Equitable Holdings’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 		$2.78M Hold
20,906
– – 0.02% 633
2026
Q1 		$2.54M Buy
20,906
+2,969
+17% +$357K 0.02% 644
2025
Q4 		$2.18M Buy
17,937
+1,385
+8% +$166K 0.01% 611
2025
Q3 		$1.94M Hold
16,552
– – 0.01% 626
2025
Q2 		$1.79M Hold
16,552
– – 0.01% 609
2025
Q1 		$1.59M Hold
16,552
– – 0.02% 579
2024
Q4 		$1.71M Buy
+16,552
New +$1.73M 0.02% 520

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

Equitable Holdings's SUSL Position: Q2 2026 in Review

Equitable Holdings held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 20,906 shares worth $2.78M. The position accounts for 0.02% of the portfolio, ranked #633.

Equitable Holdings first reported a position in SUSL in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Equitable Holdings held 20,906 shares of iShares ESG MSCI USA Leaders ETF worth $2.78M as of Q2 2026.
  • Equitable Holdings left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #633 holding.
  • Equitable Holdings first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.