LPL Financial
SUSL icon

LPL Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

LPL Financial’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 		$4.24M Buy
37,356
+11,303
+43% +$1.36M ﹤0.01% 2779
2025
Q4 		$3.16M Buy
26,053
+773
+3% +$92.4K ﹤0.01% 2956
2025
Q3 		$2.96M Buy
25,280
+2,080
+9% +$234K ﹤0.01% 2960
2025
Q2 		$2.51M Buy
23,200
+1,184
+5% +$118K ﹤0.01% 2916
2025
Q1 		$2.11M Sell
22,016
-1,539
-7% -$157K ﹤0.01% 2908
2024
Q4 		$2.43M Buy
23,555
+369
+2% +$38.5K ﹤0.01% 2688
2024
Q3 		$2.35M Sell
23,186
-644
-3% -$63.2K ﹤0.01% 2572
2024
Q2 		$2.32M Buy
23,830
+1,751
+8% +$164K ﹤0.01% 2467
2024
Q1 		$2.07M Buy
22,079
+719
+3% +$64K ﹤0.01% 2509
2023
Q4 		$1.8M Buy
21,360
+654
+3% +$51.5K ﹤0.01% 2492
2023
Q3 		$1.56M Sell
20,706
-2,223
-10% -$174K ﹤0.01% 2520
2023
Q2 		$1.78M Sell
22,929
-2,511
-10% -$183K ﹤0.01% 2350
2023
Q1 		$1.81M Sell
25,440
-6,510
-20% -$451K ﹤0.01% 2218
2022
Q4 		$2.12M Buy
31,950
+756
+2% +$50.1K ﹤0.01% 2033
2022
Q3 		$1.93M Sell
31,194
-145
-0.5% -$10K ﹤0.01% 2019
2022
Q2 		$2.08M Buy
31,339
+1,634
+6% +$117K ﹤0.01% 1999
2022
Q1 		$2.35M Buy
29,705
+2,026
+7% +$158K ﹤0.01% 1927
2021
Q4 		$2.33M Buy
27,679
+3,456
+14% +$282K ﹤0.01% 1967
2021
Q3 		$1.83M Buy
24,223
+9,952
+70% +$773K ﹤0.01% 2126
2021
Q2 		$1.07M Buy
14,271
+1,572
+12% +$115K ﹤0.01% 2504
2021
Q1 		$880K Buy
+12,699
New +$853K ﹤0.01% 2509

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

LPL Financial's SUSL Position: Q1 2026 in Review

LPL Financial increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 43% in Q1 2026, buying an estimated $1.36M and bringing the position to 37,356 shares worth $4.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

LPL Financial first reported a position in SUSL in Q1 2021 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • LPL Financial held 37,356 shares of iShares ESG MSCI USA Leaders ETF worth $4.24M as of Q1 2026.
  • LPL Financial bought 11,303 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $1.36M.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2779 holding.
  • LPL Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2021 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.