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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
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 $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Brookstone Capital Management's SUSL Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 6.8% in Q2 2026, buying an estimated $188K and bringing the position to 23,106 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #413.

Brookstone Capital Management first reported a position in SUSL in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.72M in Q4 2021. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Brookstone Capital Management held 23,106 shares of iShares ESG MSCI USA Leaders ETF worth $3.07M as of Q2 2026.
  • Brookstone Capital Management bought 1,467 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $188K.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #413 holding.
  • Brookstone Capital Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2020 and has held it in 25 quarters since.
  • Brookstone Capital Management's iShares ESG MSCI USA Leaders ETF position peaked at $5.72M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.