Principal Financial Group
SUSL icon

Principal Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Principal Financial Group’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
-73,469
Closed -$7.96M – 2332
2025
Q2 		$7.96M Sell
73,469
-17,825
-20% -$1.78M ﹤0.01% 1371
2025
Q1 		$8.75M Sell
91,294
-19,736
-18% -$2.01M ﹤0.01% 1336
2024
Q4 		$11.4M Buy
111,030
+11,072
+11% +$1.15M 0.01% 1222
2024
Q3 		$10.1M Buy
99,958
+13,791
+16% +$1.35M 0.01% 1267
2024
Q2 		$8.4M Sell
86,167
-36,622
-30% -$3.42M 0.01% 1365
2024
Q1 		$11.5M Hold
122,789
– – 0.01% 1238
2023
Q4 		$10.4M Hold
122,789
– – 0.01% 1266
2023
Q3 		$9.26M Buy
122,789
+45,375
+59% +$3.55M 0.01% 1275
2023
Q2 		$5.99M Hold
77,414
– – ﹤0.01% 1467
2023
Q1 		$5.52M Buy
+77,414
New +$5.36M ﹤0.01% 1503

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

Principal Financial Group's SUSL Position: Q3 2025 in Review

Principal Financial Group sold out of iShares ESG MSCI USA Leaders ETF (SUSL) in Q3 2025, closing a stake of 73,469 shares — an estimated $7.96M sold.

Principal Financial Group first reported a position in SUSL in Q1 2023 and held it in 10 quarters. The position peaked at $11.5M in Q1 2024. 175 funds tracked by Wall St. Rank hold SUSL as of Q3 2025.

  • Principal Financial Group reported no remaining iShares ESG MSCI USA Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 73,469 iShares ESG MSCI USA Leaders ETF shares in Q3 2025, an estimated $7.96M.
  • Principal Financial Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and held it in 10 quarters.
  • Principal Financial Group's iShares ESG MSCI USA Leaders ETF position peaked at $11.5M in Q1 2024.
  • 175 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.