IIM
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IFC & Insurance Marketing’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-32
Closed -$4K – 617
2025
Q4 		$4K Buy
+32
New +$3.82K ﹤0.01% 563

Other funds holding SUSL

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

IFC & Insurance Marketing's SUSL Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2026, closing a stake of 32 shares — an estimated $4K sold.

IFC & Insurance Marketing first reported a position in SUSL in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 32 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $4K.
  • IFC & Insurance Marketing first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares ESG MSCI USA Leaders ETF position peaked at $4K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.