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 Q2	$406K	Buy	3,060 +281	+10%	+$35.9K	﹤0.01%	2610
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 $2.2B AUM 1.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MML Investors Services's SUSL Position: Q2 2026 in Review

MML Investors Services increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 10% in Q2 2026, buying an estimated $35.9K and bringing the position to 3,060 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

MML Investors Services first reported a position in SUSL in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.84M in Q4 2022. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

MML Investors Services held 3,060 shares of iShares ESG MSCI USA Leaders ETF worth $406K as of Q2 2026.
MML Investors Services bought 281 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $35.9K.
iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2610 holding.
MML Investors Services first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2022 and has held it in 10 quarters since.
MML Investors Services's iShares ESG MSCI USA Leaders ETF position peaked at $1.84M in Q4 2022.
193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.