Mercer Global Advisors
SUSL icon

Mercer Global Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Mercer Global Advisors’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 		$90.5M Sell
681,991
-24,847
-4% -$3.18M 0.11% 112
2026
Q1 		$80.3M Sell
706,838
-25,651
-4% -$3.08M 0.12% 100
2025
Q4 		$88.8M Sell
732,489
-59,478
-8% -$7.11M 0.14% 99
2025
Q3 		$92.7M Sell
791,967
-2,691
-0.3% -$302K 0.15% 86
2025
Q2 		$86.1M Sell
794,658
-15,475
-2% -$1.54M 0.18% 76
2025
Q1 		$77.6M Sell
810,133
-43,023
-5% -$4.39M 0.18% 75
2024
Q4 		$87.9M Buy
853,156
+26,953
+3% +$2.81M 0.21% 65
2024
Q3 		$83.1M Buy
826,203
+86,579
+12% +$8.5M 0.19% 73
2024
Q2 		$71.8M Buy
739,624
+74,656
+11% +$6.98M 0.2% 72
2024
Q1 		$62.4M Buy
664,968
+77,454
+13% +$6.9M 0.18% 81
2023
Q4 		$49.6M Buy
587,514
+110,579
+23% +$8.71M 0.15% 98
2023
Q3 		$36M Buy
476,935
+107,032
+29% +$8.38M 0.14% 104
2023
Q2 		$28.6M Buy
369,903
+94,556
+34% +$6.9M 0.11% 131
2023
Q1 		$19.6M Buy
275,347
+120,131
+77% +$8.32M 0.09% 164
2022
Q4 		$10.3M Buy
155,216
+57,367
+59% +$3.8M 0.05% 267
2022
Q3 		$6.04M Buy
97,849
+74,396
+317% +$5.13M 0.04% 331
2022
Q2 		$1.56M Buy
23,453
+19,511
+495% +$1.4M 0.01% 678
2022
Q1 		$312K Buy
+3,942
New +$308K ﹤0.01% 1486

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mercer Global Advisors's SUSL Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 3.5% in Q2 2026, selling an estimated $3.18M and leaving 681,991 shares worth $90.5M. The position accounts for 0.11% of the portfolio, ranked #112.

Mercer Global Advisors first reported a position in SUSL in Q1 2022 and has held it in 18 quarters since. The position peaked at $92.7M in Q3 2025. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Mercer Global Advisors held 681,991 shares of iShares ESG MSCI USA Leaders ETF worth $90.5M as of Q2 2026.
  • Mercer Global Advisors sold 24,847 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $3.18M.
  • iShares ESG MSCI USA Leaders ETF made up 0.11% of Mercer Global Advisors's portfolio in Q2 2026, its #112 holding.
  • Mercer Global Advisors first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 18 quarters since.
  • Mercer Global Advisors's iShares ESG MSCI USA Leaders ETF position peaked at $92.7M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.