GRP
SUSL icon

Global Retirement Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Global Retirement 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 		$28.8K Buy
+217
New +$27.7K ﹤0.01% 2854
2025
Q4 		$26.2K Sell
216
-2
-0.9% -$239 ﹤0.01% 2751
2025
Q3 		$25.5K Buy
218
+1
+0.5% +$112 ﹤0.01% 2280
2025
Q2 		$23.6K Buy
+217
New +$21.6K ﹤0.01% 2203
2024
Q4 		$35.5K Buy
345
+1
+0.3% +$104 ﹤0.01% 1781
2024
Q3 		$35K Sell
344
-352
-51% -$34.5K ﹤0.01% 1735
2024
Q2 		$67.8K Hold
696
– – ﹤0.01% 1367
2024
Q1 		$65.3K Hold
696
– – ﹤0.01% 1277
2023
Q4 		$59.2K Buy
696
+109
+19% +$8.59K ﹤0.01% 1279
2023
Q3 		$44.1K Buy
587
+19
+3% +$1.49K ﹤0.01% 1333
2023
Q2 		$44K Sell
568
-451
-44% -$32.9K ﹤0.01% 1339
2023
Q1 		$72.2K Sell
1,019
-157
-13% -$10.9K ﹤0.01% 1056
2022
Q4 		$78K Buy
1,176
+570
+94% +$37.8K 0.01% 908
2022
Q3 		$40K Buy
+606
New +$41.8K ﹤0.01% 1114
2022
Q2 		– Sell
-413
Closed -$28K – 2870
2022
Q1 		$28K Buy
+413
New +$32.3K ﹤0.01% 1224

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

Global Retirement Partners's SUSL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 217 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #2854 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SUSL as recently as Q4 2025.

Global Retirement Partners first reported a position in SUSL in Q1 2022 and has held it in 15 quarters since. The position peaked at $78K in Q4 2022. 195 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Global Retirement Partners held 217 shares of iShares ESG MSCI USA Leaders ETF worth $28.8K as of Q2 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2854 holding.
  • Global Retirement Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's iShares ESG MSCI USA Leaders ETF position peaked at $78K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.