Affinity Capital Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Affinity Capital Advisors’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	$1.41M	Sell	10,577 -1,532	-13%	-$196K	0.17%	61
2026 Q1	$1.38M	Buy	12,109 +1,528	+14%	+$184K	0.19%	58
2025 Q4	$1.28M	Hold	10,581	–	–	0.18%	61
2025 Q3	$1.25M	Hold	10,581	–	–	0.19%	61
2025 Q2	$1.15M	Sell	10,581 -289	-3%	-$28.8K	0.2%	64
2025 Q1	$1M	Buy	10,870 +3,780	+53%	+$386K	0.2%	61
2024 Q4	$735K	Sell	7,090 -48	-0.7%	-$5K	0.14%	75
2024 Q3	$725K	Buy	7,138 +2,861	+67%	+$281K	0.14%	79
2024 Q2	$417K	Buy	4,277 +464	+12%	+$43.4K	0.09%	103
2024 Q1	$358K	Hold	3,813	–	–	0.08%	110
2023 Q4	$322K	Sell	3,813 -727	-16%	-$57.3K	0.08%	107
2023 Q3	$342K	Buy	+4,540	New	+$355K	0.09%	97

Other funds holding SUSL

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return