Marshall Wace
SUSL icon

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

Marshall Wace’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
2025
Q3 		– Sell
-3,084
Closed -$334K – 3381
2025
Q2 		$334K Buy
+3,084
New +$307K ﹤0.01% 2294
2023
Q4 		– Sell
-4,635
Closed -$350K – 2598
2023
Q3 		$350K Buy
+4,635
New +$363K ﹤0.01% 1830

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $147B AUM 18.73% 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Marshall Wace's SUSL Position: Q3 2025 in Review

Marshall Wace sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2025, closing a stake of 3,084 shares — an estimated $334K sold.

Marshall Wace first reported a position in SUSL in Q3 2023 and held it in 2 quarters. The position peaked at $350K in Q3 2023. 175 funds tracked by Wall St. Rank hold SUSL as of Q3 2025.

  • Marshall Wace reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 3,084 iShares ESG MSCI USA Leaders ETF shares in Q3 2025, an estimated $334K.
  • Marshall Wace first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2023 and held it in 2 quarters.
  • Marshall Wace's iShares ESG MSCI USA Leaders ETF position peaked at $350K in Q3 2023.
  • 175 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.