UBS Group
SUSL icon

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

UBS 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
2026
Q2 		$62.5K Buy
471
+172
+58% +$22K ﹤0.01% 7452
2026
Q1 		$34K Buy
299
+266
+806% +$32K ﹤0.01% 7612
2025
Q4 		$4K Buy
33
+17
+106% +$2.03K ﹤0.01% 8904
2025
Q3 		$1.87K Sell
16
-83
-84% -$9.33K ﹤0.01% 9265
2025
Q2 		$10.7K Sell
99
-536
-84% -$53.4K ﹤0.01% 8827
2025
Q1 		$60.8K Sell
635
-1,899
-75% -$194K ﹤0.01% 7431
2024
Q4 		$261K Buy
2,534
+2,177
+610% +$227K ﹤0.01% 6295
2024
Q3 		$36.2K Buy
+357
New +$35K ﹤0.01% 7029
2024
Q1 		– Sell
-97
Closed -$8.19K – 9989
2023
Q4 		$8.19K Sell
97
-736
-88% -$58K ﹤0.01% 7576
2023
Q3 		$62.8K Buy
+833
New +$65.2K ﹤0.01% 6152
2023
Q2 		– Sell
-1,604
Closed -$114K – 9616
2023
Q1 		$114K Buy
+1,604
New +$111K ﹤0.01% 5813
2022
Q1 		– Sell
-583
Closed -$49K – 10872
2021
Q4 		$49K Buy
+583
New +$47.6K ﹤0.01% 6918
2021
Q2 		– Sell
-285
Closed -$20K – 9809
2021
Q1 		$20K Buy
285
+284
+28,400% +$19.1K ﹤0.01% 7390
2020
Q4 		$0 Sell
1
-199
-100% -$12.2K ﹤0.01% 8740
2020
Q3 		$12K Sell
200
-858
-81% -$49.4K ﹤0.01% 6710
2020
Q2 		$57K Buy
1,058
+858
+429% +$43.9K ﹤0.01% 5750
2020
Q1 		$9K Hold
200
– – ﹤0.01% 7014
2019
Q4 		$11K Hold
200
– – ﹤0.01% 7245
2019
Q3 		$10K Buy
+200
New +$10.2K ﹤0.01% 7173

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

UBS Group's SUSL Position: Q2 2026 in Review

UBS Group increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 58% in Q2 2026, buying an estimated $22K and bringing the position to 471 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7452.

UBS Group first reported a position in SUSL in Q3 2019 and has held it in 19 quarters since. The position peaked at $261K in Q4 2024. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • UBS Group held 471 shares of iShares ESG MSCI USA Leaders ETF worth $62.5K as of Q2 2026.
  • UBS Group bought 172 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $22K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7452 holding.
  • UBS Group first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2019 and has held it in 19 quarters since.
  • UBS Group's iShares ESG MSCI USA Leaders ETF position peaked at $261K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.