Cypress Wealth Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Cypress Wealth Services’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	$1.76M	Sell	13,229 -296	-2%	-$37.8K	0.22%	82
2026 Q1	$1.54M	Buy	13,525 +137	+1%	+$16.5K	0.22%	92
2025 Q4	$1.62M	Hold	13,388	–	–	0.22%	84
2025 Q3	$1.57M	Sell	13,388 -186	-1%	-$20.9K	0.26%	74
2025 Q2	$1.47M	Sell	13,574 -16	-0.1%	-$1.59K	0.26%	73
2025 Q1	$1.3M	Sell	13,590 -1,848	-12%	-$189K	0.26%	73
2024 Q4	$1.59M	Sell	15,438 -23	-0.1%	-$2.4K	0.32%	65
2024 Q3	$1.57M	Buy	15,461 +5	+0%	+$491	0.32%	62
2024 Q2	$1.51M	Sell	15,456 -1,480	-9%	-$138K	0.34%	62
2024 Q1	$1.59M	Sell	16,936 -54	-0.3%	-$4.81K	0.37%	60
2023 Q4	$1.43M	Sell	16,990 -2,272	-12%	-$179K	0.36%	57
2023 Q3	$1.45M	Sell	19,262 -1,819	-9%	-$142K	0.4%	53
2023 Q2	$1.67M	Sell	21,081 -2,271	-10%	-$166K	0.44%	50
2023 Q1	$1.66M	Sell	23,352 -2,059	-8%	-$143K	0.49%	45
2022 Q4	$1.69M	Buy	25,411 +607	+2%	+$40.2K	0.54%	42
2022 Q3	$1.54M	Sell	24,804 -459	-2%	-$31.7K	0.53%	45
2022 Q2	$1.68M	Buy	25,263 +8,378	+50%	+$599K	0.54%	48
2022 Q1	$1.34M	Buy	16,885 +12,495	+285%	+$976K	0.36%	54
2021 Q4	$370K	Buy	+4,390	New	+$359K	0.1%	148

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

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 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