Fidelity Investments
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Fidelity Investments’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Fidelity Investments’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 		$64.4M Buy
485,256
+29,990
+7% +$3.83M ﹤0.01% 1408
2026
Q1 		$51.7M Sell
455,266
-138,097
-23% -$16.6M ﹤0.01% 1425
2025
Q4 		$72M Buy
593,363
+182,906
+45% +$21.9M ﹤0.01% 1304
2025
Q3 		$48M Buy
410,457
+21,663
+6% +$2.43M ﹤0.01% 1450
2025
Q2 		$42.1M Sell
388,794
-32,018
-8% -$3.19M ﹤0.01% 1457
2025
Q1 		$40.3M Buy
420,812
+27,990
+7% +$2.86M ﹤0.01% 1427
2024
Q4 		$40.5M Buy
392,822
+51,666
+15% +$5.39M ﹤0.01% 1462
2024
Q3 		$34.6M Buy
341,156
+45,538
+15% +$4.47M ﹤0.01% 1519
2024
Q2 		$28.8M Buy
295,618
+81,445
+38% +$7.61M ﹤0.01% 1519
2024
Q1 		$20.1M Buy
214,173
+45,306
+27% +$4.03M ﹤0.01% 1656
2023
Q4 		$14.2M Buy
168,867
+69,541
+70% +$5.48M ﹤0.01% 1730
2023
Q3 		$7.49M Buy
99,326
+49,207
+98% +$3.85M ﹤0.01% 1920
2023
Q2 		$3.88M Buy
50,119
+13,705
+38% +$1M ﹤0.01% 2135
2023
Q1 		$2.59M Buy
36,414
+13,322
+58% +$923K ﹤0.01% 2299
2022
Q4 		$1.53M Buy
23,092
+12,228
+113% +$811K ﹤0.01% 2444
2022
Q3 		$671K Buy
10,864
+10,634
+4,623% +$733K ﹤0.01% 2699
2022
Q2 		$15K Buy
230
+229
+22,900% +$16.4K ﹤0.01% 3980
2022
Q1 		$0 Buy
+1
New +$78 ﹤0.01% 5460

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

Fidelity Investments's SUSL Position: Q2 2026 in Review

Fidelity Investments increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6.6% in Q2 2026, buying an estimated $3.83M and bringing the position to 485,256 shares worth $64.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Fidelity Investments first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $72M in Q4 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Fidelity Investments held 485,256 shares of iShares ESG MSCI USA Leaders ETF worth $64.4M as of Q2 2026.
  • Fidelity Investments bought 29,990 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $3.83M.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1408 holding.
  • Fidelity Investments first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • Fidelity Investments's iShares ESG MSCI USA Leaders ETF position peaked at $72M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.