BOS Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

BOS Asset Management’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	$381K	Hold	2,872	–	–	0.09%	139
2026 Q1	$326K	Hold	2,872	–	–	0.08%	148
2025 Q4	$348K	Hold	2,872	–	–	0.09%	143
2025 Q3	$336K	Hold	2,872	–	–	0.09%	139
2025 Q2	$311K	Hold	2,872	–	–	0.1%	132
2025 Q1	$275K	Hold	2,872	–	–	0.09%	133
2024 Q4	$296K	Hold	2,872	–	–	0.11%	120
2024 Q3	$292K	Hold	2,872	–	–	0.11%	119
2024 Q2	$280K	Hold	2,872	–	–	0.13%	119
2024 Q1	$270K	Hold	2,872	–	–	0.14%	121
2023 Q4	$242K	Hold	2,872	–	–	0.17%	129
2023 Q3	$217K	Buy	+2,872	New	+$225K	0.16%	132

Other funds holding SUSL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 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 $815M AUM 27.86% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return