William Blair & Company
SUSL icon

William Blair & Company’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

William Blair & Company’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 		$958K Buy
8,434
+374
+5% +$44.9K ﹤0.01% 959
2025
Q4 		$977K Sell
8,060
-64
-0.8% -$7.65K ﹤0.01% 950
2025
Q3 		$951K Sell
8,124
-11
-0.1% -$1.24K ﹤0.01% 933
2025
Q2 		$881K Buy
8,135
+14
+0.2% +$1.4K ﹤0.01% 932
2025
Q1 		$778K Buy
8,121
+14
+0.2% +$1.43K ﹤0.01% 957
2024
Q4 		$835K Sell
8,107
-33
-0.4% -$3.44K ﹤0.01% 953
2024
Q3 		$826K Sell
8,140
-183
-2% -$18K ﹤0.01% 956
2024
Q2 		$811K Sell
8,323
-63
-0.8% -$5.89K ﹤0.01% 947
2024
Q1 		$787K Sell
8,386
-84
-1% -$7.48K ﹤0.01% 946
2023
Q4 		$715K Sell
8,470
-860
-9% -$67.8K ﹤0.01% 967
2023
Q3 		$704K Sell
9,330
-4
-0% -$313 ﹤0.01% 955
2023
Q2 		$723K Sell
9,334
-3,566
-28% -$260K ﹤0.01% 951
2023
Q1 		$919K Sell
12,900
-380
-3% -$26.3K ﹤0.01% 852
2022
Q4 		$881K Sell
13,280
-554
-4% -$36.7K ﹤0.01% 865
2022
Q3 		$854K Sell
13,834
-550
-4% -$37.9K ﹤0.01% 868
2022
Q2 		$955K Buy
14,384
+18
+0.1% +$1.29K ﹤0.01% 862
2022
Q1 		$1.14M Buy
14,366
+16
+0.1% +$1.25K ﹤0.01% 874
2021
Q4 		$1.21M Buy
14,350
+16
+0.1% +$1.31K ﹤0.01% 893
2021
Q3 		$1.08M Buy
14,334
+18
+0.1% +$1.4K ﹤0.01% 895
2021
Q2 		$1.07M Buy
14,316
+15
+0.1% +$1.09K ﹤0.01% 893
2021
Q1 		$991K Buy
14,301
+17
+0.1% +$1.14K ﹤0.01% 899
2020
Q4 		$928K Buy
14,284
+672
+5% +$41.3K ﹤0.01% 872
2020
Q3 		$792K Buy
13,612
+2,345
+21% +$135K ﹤0.01% 829
2020
Q2 		$610K Buy
11,267
+18
+0.2% +$921 ﹤0.01% 888
2020
Q1 		$507K Buy
11,249
+2,928
+35% +$156K ﹤0.01% 862
2019
Q4 		$462K Buy
+8,321
New +$443K ﹤0.01% 1015

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

William Blair & Company's SUSL Position: Q1 2026 in Review

William Blair & Company increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 4.6% in Q1 2026, buying an estimated $44.9K and bringing the position to 8,434 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

William Blair & Company first reported a position in SUSL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.21M in Q4 2021. 192 funds tracked by Wall St. Rank hold SUSL as of Q1 2026.

  • William Blair & Company held 8,434 shares of iShares ESG MSCI USA Leaders ETF worth $958K as of Q1 2026.
  • William Blair & Company bought 374 iShares ESG MSCI USA Leaders ETF shares in Q1 2026, an estimated $44.9K.
  • iShares ESG MSCI USA Leaders ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #959 holding.
  • William Blair & Company first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2019 and has held it in 26 quarters since.
  • William Blair & Company's iShares ESG MSCI USA Leaders ETF position peaked at $1.21M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.