FWP
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Firethorn Wealth Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Firethorn Wealth Partners’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 		$541K Sell
4,072
-66
-2% -$8.44K 0.17% 112
2026
Q1 		$470K Buy
4,138
+1
+0% +$120 0.17% 120
2025
Q4 		$502K Hold
4,137
– – 0.19% 108
2025
Q3 		$484K Sell
4,137
-66
-2% -$7.42K 0.19% 108
2025
Q2 		$455K Sell
4,203
-8
-0.2% -$797 0.2% 108
2025
Q1 		$403K Sell
4,211
-431
-9% -$44K 0.19% 106
2024
Q4 		$478K Sell
4,642
-24
-0.5% -$2.5K 0.24% 93
2024
Q3 		$474K Sell
4,666
-9
-0.2% -$883 0.24% 89
2024
Q2 		$456K Sell
4,675
-449
-9% -$42K 0.26% 82
2024
Q1 		$481K Sell
5,124
-716
-12% -$63.7K 0.28% 82
2023
Q4 		$493K Sell
5,840
-457
-7% -$36K 0.32% 66
2023
Q3 		$475K Sell
6,297
-1,035
-14% -$81K 0.36% 57
2023
Q2 		$568K Sell
7,332
-27
-0.4% -$1.97K 0.42% 45
2023
Q1 		$531K Sell
7,359
-3,793
-34% -$263K 0.41% 49
2022
Q4 		$739K Sell
11,152
-1,128
-9% -$74.8K 0.62% 36
2022
Q3 		$758K Sell
12,280
-4,543
-27% -$313K 0.7% 29
2022
Q2 		$1.2M Buy
16,823
+390
+2% +$27.9K 0.98% 21
2022
Q1 		$1.3M Buy
16,433
+5,192
+46% +$406K 0.98% 20
2021
Q4 		$948K Buy
+11,241
New +$918K 0.71% 33
2021
Q2 		$899K Buy
11,968
+44
+0.4% +$3.21K 0.75% 29
2021
Q1 		$826K Sell
11,924
-37
-0.3% -$2.48K 0.77% 30
2020
Q4 		$777K Buy
+11,961
New +$735K 0.84% 30

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Firethorn Wealth Partners's SUSL Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 1.6% in Q2 2026, selling an estimated $8.44K and leaving 4,072 shares worth $541K. The position accounts for 0.17% of the portfolio, ranked #112.

Firethorn Wealth Partners first reported a position in SUSL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q1 2022. 192 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Firethorn Wealth Partners held 4,072 shares of iShares ESG MSCI USA Leaders ETF worth $541K as of Q2 2026.
  • Firethorn Wealth Partners sold 66 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $8.44K.
  • iShares ESG MSCI USA Leaders ETF made up 0.17% of Firethorn Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Firethorn Wealth Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's iShares ESG MSCI USA Leaders ETF position peaked at $1.3M in Q1 2022.
  • 192 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.