JY
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Jeff Yass’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Jeff Yass’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 		$4.99M Buy
+37,597
New +$4.81M ﹤0.01% 4630
2025
Q4 		– Sell
-2,725
Closed -$319K – 13584
2025
Q3 		$319K Buy
+2,725
New +$306K ﹤0.01% 9970
2025
Q2 		– Sell
-10,811
Closed -$1.04M – 13684
2025
Q1 		$1.04M Sell
10,811
-636
-6% -$64.9K ﹤0.01% 7170
2024
Q4 		$1.18M Sell
11,447
-31,925
-74% -$3.33M ﹤0.01% 6552
2024
Q3 		$4.4M Buy
43,372
+21,993
+103% +$2.16M ﹤0.01% 3807
2024
Q2 		$2.08M Sell
21,379
-8,050
-27% -$752K ﹤0.01% 5029
2024
Q1 		$2.76M Sell
29,429
-12,064
-29% -$1.07M ﹤0.01% 4667
2023
Q4 		$3.5M Buy
41,493
+24,766
+148% +$1.95M ﹤0.01% 4319
2023
Q3 		$1.26M Sell
16,727
-13,301
-44% -$1.04M ﹤0.01% 6097
2023
Q2 		$2.32M Buy
30,028
+16,649
+124% +$1.22M ﹤0.01% 4852
2023
Q1 		$953K Sell
13,379
-13,456
-50% -$932K ﹤0.01% 6948
2022
Q4 		$1.78M Buy
26,835
+7,022
+35% +$465K ﹤0.01% 4930
2022
Q3 		$1.22M Buy
19,813
+6,365
+47% +$439K ﹤0.01% 6117
2022
Q2 		$893K Sell
13,448
-4,298
-24% -$308K ﹤0.01% 6797
2022
Q1 		$1.41M Sell
17,746
-15,447
-47% -$1.21M ﹤0.01% 6303
2021
Q4 		$2.8M Sell
33,193
-4,818
-13% -$394K ﹤0.01% 4779
2021
Q3 		$2.87M Buy
+38,011
New +$2.95M ﹤0.01% 5052
2021
Q2 		– Sell
-26,650
Closed -$1.85M – 13242
2021
Q1 		$1.85M Buy
26,650
+8,589
+48% +$577K ﹤0.01% 6118
2020
Q4 		$1.17M Sell
18,061
-21,138
-54% -$1.3M ﹤0.01% 6345
2020
Q3 		$2.28M Buy
39,199
+7,181
+22% +$413K ﹤0.01% 4370
2020
Q2 		$1.73M Buy
+32,018
New +$1.64M ﹤0.01% 4750

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

Jeff Yass's SUSL Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 37,597 shares worth $4.99M. The stake represents ﹤0.01% of the portfolio and ranks #4630 among its holdings. This is a return to the name: Jeff Yass previously reported a position in SUSL as recently as Q3 2025.

Jeff Yass first reported a position in SUSL in Q2 2020 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Jeff Yass held 37,597 shares of iShares ESG MSCI USA Leaders ETF worth $4.99M as of Q2 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Jeff Yass position in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4630 holding.
  • Jeff Yass first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.