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Strategic Blueprint’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Strategic Blueprint’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 		$387K Hold
3,408
– – 0.02% 466
2025
Q4 		$413K Buy
3,408
+343
+11% +$41K 0.02% 446
2025
Q3 		$359K Hold
3,065
– – 0.02% 563
2025
Q2 		$332K Sell
3,065
-240
-7% -$23.9K 0.02% 534
2025
Q1 		$317K Sell
3,305
-1
-0% -$102 0.02% 522
2024
Q4 		$341K Sell
3,306
-196
-6% -$20.4K 0.02% 490
2024
Q3 		$356K Sell
3,502
-105
-3% -$10.3K 0.02% 483
2024
Q2 		$351K Hold
3,607
– – 0.02% 457
2024
Q1 		$339K Sell
3,607
-1,066
-23% -$94.9K 0.02% 467
2023
Q4 		$394K Sell
4,673
-836
-15% -$65.9K 0.03% 394
2023
Q3 		$415K Sell
5,509
-880
-14% -$68.9K 0.04% 356
2023
Q2 		$495K Sell
6,389
-1,913
-23% -$140K 0.05% 326
2023
Q1 		$592K Buy
8,302
+3,141
+61% +$218K 0.06% 283
2022
Q4 		$342K Buy
+5,161
New +$342K 0.04% 363

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 $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $59.8B AUM 29.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Strategic Blueprint's SUSL Position: Q1 2026 in Review

Strategic Blueprint held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q1 2026 at 3,408 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #466.

Strategic Blueprint first reported a position in SUSL in Q4 2022 and has held it in 14 quarters since. The position peaked at $592K in Q1 2023. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • Strategic Blueprint held 3,408 shares of iShares ESG MSCI USA Leaders ETF worth $387K as of Q1 2026.
  • Strategic Blueprint left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q1 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.02% of Strategic Blueprint's portfolio in Q1 2026, its #466 holding.
  • Strategic Blueprint first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Blueprint's iShares ESG MSCI USA Leaders ETF position peaked at $592K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.