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IEQ Capital’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

IEQ Capital’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 		$512K Buy
4,508
+3
+0.1% +$361 ﹤0.01% 1294
2025
Q4 		$546K Buy
4,505
+2
+0% +$239 ﹤0.01% 1290
2025
Q3 		$527K Buy
4,503
+2
+0% +$225 ﹤0.01% 1267
2025
Q2 		$488K Buy
4,501
+2
+0% +$199 ﹤0.01% 1169
2025
Q1 		$431K Buy
4,499
+2
+0% +$204 ﹤0.01% 1035
2024
Q4 		$463K Buy
4,497
+3
+0.1% +$313 ﹤0.01% 873
2024
Q3 		$456K Buy
4,494
+2
+0% +$196 0.01% 784
2024
Q2 		$438K Buy
4,492
+2
+0% +$187 0.01% 701
2024
Q1 		$421K Sell
4,490
-187
-4% -$16.6K 0.01% 684
2023
Q4 		$395K Buy
4,677
+7
+0.1% +$551 0.01% 648
2023
Q3 		$352K Buy
4,670
+188
+4% +$14.7K 0.01% 671
2023
Q2 		$347K Buy
4,482
+3
+0.1% +$219 0.01% 631
2023
Q1 		$319K Buy
4,479
+435
+11% +$30.1K 0.01% 698
2022
Q4 		$268K Sell
4,044
-11,741
-74% -$778K 0.01% 665
2022
Q3 		$975K Buy
15,785
+11,744
+291% +$810K 0.03% 372
2022
Q2 		$268K Buy
+4,041
New +$289K 0.01% 632

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EI
Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

IEQ Capital's SUSL Position: Q1 2026 in Review

IEQ Capital increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.07% in Q1 2026, buying an estimated $361 and bringing the position to 4,508 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

IEQ Capital first reported a position in SUSL in Q2 2022 and has held it in 16 quarters since. The position peaked at $975K in Q3 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • IEQ Capital held 4,508 shares of iShares ESG MSCI USA Leaders ETF worth $512K as of Q1 2026.
  • IEQ Capital bought 3 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $361.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1294 holding.
  • IEQ Capital first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2022 and has held it in 16 quarters since.
  • IEQ Capital's iShares ESG MSCI USA Leaders ETF position peaked at $975K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.