IAA
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Independent Advisor Alliance’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Independent Advisor Alliance’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 		$2.53M Buy
+22,256
New +$2.67M 0.03% 487
2025
Q1 		– Sell
-27,208
Closed -$2.8M – 1310
2024
Q4 		$2.8M Buy
+27,208
New +$2.84M 0.04% 421

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

Independent Advisor Alliance's SUSL Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q1 2026: 22,256 shares worth $2.53M. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SUSL as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SUSL in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.8M in Q4 2024. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Independent Advisor Alliance held 22,256 shares of iShares ESG MSCI USA Leaders ETF worth $2.53M as of Q1 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #487 holding.
  • Independent Advisor Alliance first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's iShares ESG MSCI USA Leaders ETF position peaked at $2.8M in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.