Brookstone Capital Management
SUSL icon

Brookstone Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Brookstone Capital 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
Q3 		$3.4M Buy
24,959
+1,853
+8% +$250K 0.03% 391
2026
Q2 		$3.07M Buy
23,106
+1,467
+7% +$188K 0.03% 413
2026
Q1 		$2.46M Buy
21,639
+892
+4% +$107K 0.03% 421
2025
Q4 		$2.52M Buy
20,747
+1,205
+6% +$144K 0.03% 403
2025
Q3 		$2.29M Buy
19,542
+1,230
+7% +$138K 0.03% 419
2025
Q2 		$1.98M Sell
18,312
-1,328
-7% -$132K 0.03% 419
2025
Q1 		$1.88M Sell
19,640
-2,906
-13% -$297K 0.03% 420
2024
Q4 		$2.32M Buy
22,546
+79
+0.4% +$8.24K 0.03% 361
2024
Q3 		$2.28M Buy
22,467
+162
+0.7% +$15.9K 0.03% 357
2024
Q2 		$2.21M Sell
22,305
-574
-3% -$53.6K 0.04% 354
2024
Q1 		$2.15M Sell
22,879
-1,358
-6% -$121K 0.04% 342
2023
Q4 		$2.05M Sell
24,237
-2,052
-8% -$162K 0.04% 322
2023
Q3 		$1.97M Sell
26,289
-3,340
-11% -$261K 0.04% 312
2023
Q2 		$2.27M Sell
29,629
-692
-2% -$50.5K 0.05% 292
2023
Q1 		$2.17M Sell
30,321
-2,569
-8% -$178K 0.04% 309
2022
Q4 		$2.2M Sell
32,890
-18,616
-36% -$1.23M 0.04% 293
2022
Q3 		$3.16M Sell
51,506
-13,255
-20% -$914K 0.07% 216
2022
Q2 		$4.43M Sell
64,761
-5,005
-7% -$358K 0.1% 188
2022
Q1 		$5.34M Buy
69,766
+31
+0% +$2.42K 0.1% 182
2021
Q4 		$5.72M Buy
69,735
+7,406
+12% +$605K 0.1% 167
2021
Q3 		$4.81M Buy
62,329
+3,845
+7% +$299K 0.09% 186
2021
Q2 		$4.46M Buy
58,484
+17,739
+44% +$1.29M 0.08% 190
2021
Q1 		$2.82M Buy
40,745
+10,926
+37% +$734K 0.11% 153
2020
Q4 		$1.94M Buy
29,819
+7,967
+36% +$490K 0.08% 178
2020
Q3 		$1.27M Buy
21,852
+2,407
+12% +$138K 0.06% 189
2020
Q2 		$1.05M Buy
+19,445
New +$995K 0.07% 167

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Brookstone Capital Management's SUSL Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 8% in Q3 2026, buying an estimated $250K and bringing the position to 24,959 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #391.

Brookstone Capital Management first reported a position in SUSL in Q2 2020 and has held it in 26 quarters since. The position peaked at $5.72M in Q4 2021. 66 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Brookstone Capital Management held 24,959 shares of iShares ESG MSCI USA Leaders ETF worth $3.4M as of Q3 2026.
  • Brookstone Capital Management bought 1,853 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $250K.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Brookstone Capital Management's portfolio in Q3 2026, its #391 holding.
  • Brookstone Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 26 quarters since.
  • Brookstone Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $5.72M in Q4 2021.
  • 66 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.