MML Investors Services
SUSL icon

MML Investors Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

MML Investors Services’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 		$316K Sell
2,779
-101
-4% -$12.1K ﹤0.01% 2525
2025
Q4 		$349K Buy
2,880
+199
+7% +$23.8K ﹤0.01% 2520
2025
Q3 		$314K Sell
2,681
-178
-6% -$20K ﹤0.01% 2482
2025
Q2 		$310K Buy
2,859
+135
+5% +$13.5K ﹤0.01% 2412
2025
Q1 		$261K Buy
+2,724
New +$278K ﹤0.01% 2388
2023
Q1 		– Sell
-27,731
Closed -$1.84M – 2226
2022
Q4 		$1.84M Buy
27,731
+15,439
+126% +$1.02M 0.01% 860
2022
Q3 		$759K Buy
12,292
+1,153
+10% +$79.5K 0.01% 1206
2022
Q2 		$740K Buy
11,139
+8,223
+282% +$588K 0.01% 1193
2022
Q1 		$231K Buy
+2,916
New +$228K ﹤0.01% 1880

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 $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $59.6B AUM 29.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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