Mariner
SUSL icon

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

Mariner’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 		$423K Sell
3,727
-871
-19% -$105K ﹤0.01% 2606
2025
Q4 		$558K Buy
4,598
+188
+4% +$22.5K ﹤0.01% 2370
2025
Q3 		$516K Buy
4,410
+173
+4% +$19.4K ﹤0.01% 2404
2025
Q2 		$459K Buy
4,237
+248
+6% +$24.7K ﹤0.01% 2393
2025
Q1 		$382K Buy
3,989
+1,209
+43% +$123K ﹤0.01% 2415
2024
Q4 		$286K Buy
2,780
+49
+2% +$5.11K ﹤0.01% 2668
2024
Q3 		$277K Buy
2,731
+147
+6% +$14.4K ﹤0.01% 2642
2024
Q2 		$252K Buy
+2,584
New +$242K ﹤0.01% 2590
2023
Q2 		– Sell
-11,527
Closed -$821K – 2928
2023
Q1 		$821K Buy
11,527
+912
+9% +$63.2K ﹤0.01% 1384
2022
Q4 		$704K Hold
10,615
– – ﹤0.01% 1430
2022
Q3 		$656K Buy
+10,615
New +$732K ﹤0.01% 1258

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

Mariner's SUSL Position: Q1 2026 in Review

Mariner reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 19% in Q1 2026, selling an estimated $105K and leaving 3,727 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Mariner first reported a position in SUSL in Q3 2022 and has held it in 11 quarters since. The position peaked at $821K in Q1 2023. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Mariner held 3,727 shares of iShares ESG MSCI USA Leaders ETF worth $423K as of Q1 2026.
  • Mariner sold 871 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $105K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2606 holding.
  • Mariner first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and has held it in 11 quarters since.
  • Mariner's iShares ESG MSCI USA Leaders ETF position peaked at $821K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.