Morgan Stanley
SUSL icon

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

Morgan Stanley’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 		$392K Buy
2,956
+406
+16% +$51.9K ﹤0.01% 5655
2026
Q1 		$290K Sell
2,550
-842
-25% -$101K ﹤0.01% 5709
2025
Q4 		$411K Sell
3,392
-68
-2% -$8.13K ﹤0.01% 5607
2025
Q3 		$405K Buy
3,460
+86
+3% +$9.66K ﹤0.01% 5602
2025
Q2 		$366K Sell
3,374
-19,021
-85% -$1.9M ﹤0.01% 5608
2025
Q1 		$2.15M Buy
22,395
+20,088
+871% +$2.05M ﹤0.01% 4563
2024
Q4 		$238K Sell
2,307
-4
-0.2% -$417 ﹤0.01% 5721
2024
Q3 		$235K Sell
2,311
-42
-2% -$4.12K ﹤0.01% 5693
2024
Q2 		$229K Buy
2,353
+756
+47% +$70.7K ﹤0.01% 5602
2024
Q1 		$150K Buy
1,597
+781
+96% +$69.5K ﹤0.01% 5837
2023
Q4 		$68.9K Sell
816
-329
-29% -$25.9K ﹤0.01% 6065
2023
Q3 		$86.4K Buy
1,145
+1,114
+3,594% +$87.2K ﹤0.01% 5957
2023
Q2 		$2.4K Sell
31
-29
-48% -$2.12K ﹤0.01% 7156
2023
Q1 		$4.28K Hold
60
– – ﹤0.01% 7087
2022
Q4 		$3.98K Hold
60
– – ﹤0.01% 7207
2022
Q3 		$4K Sell
60
-368
-86% -$25.4K ﹤0.01% 7321
2022
Q2 		$28K Hold
428
– – ﹤0.01% 6859
2022
Q1 		$34K Sell
428
-400
-48% -$31.3K ﹤0.01% 6889
2021
Q4 		$70K Buy
828
+768
+1,280% +$62.7K ﹤0.01% 6641
2021
Q3 		$5K Sell
60
-8,077
-99% -$628K ﹤0.01% 7498
2021
Q2 		$611K Buy
+8,137
New +$594K ﹤0.01% 5399

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Morgan Stanley's SUSL Position: Q2 2026 in Review

Morgan Stanley increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 16% in Q2 2026, buying an estimated $51.9K and bringing the position to 2,956 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #5655.

Morgan Stanley first reported a position in SUSL in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.15M in Q1 2025. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Morgan Stanley held 2,956 shares of iShares ESG MSCI USA Leaders ETF worth $392K as of Q2 2026.
  • Morgan Stanley bought 406 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $51.9K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5655 holding.
  • Morgan Stanley first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's iShares ESG MSCI USA Leaders ETF position peaked at $2.15M in Q1 2025.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.