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Friedenthal Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Friedenthal Financial’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 		$967K Hold
7,281
– – 0.45% 79
2026
Q1 		$827K Hold
7,281
– – 0.41% 82
2025
Q4 		$883K Sell
7,281
-599
-8% -$71.6K 0.45% 82
2025
Q3 		$922K Hold
7,880
– – 0.48% 71
2025
Q2 		$854K Sell
7,880
-6,410
-45% -$639K 0.47% 78
2025
Q1 		$1.37M Hold
14,290
– – 0.82% 25
2024
Q4 		$1.47M Hold
14,290
– – 0.86% 24
2024
Q3 		$1.45M Hold
14,290
– – 0.85% 25
2024
Q2 		$1.39M Sell
14,290
-1,545
-10% -$144K 0.87% 26
2024
Q1 		$1.49M Hold
15,835
– – 0.91% 22
2023
Q4 		$1.34M Buy
15,835
+33
+0.2% +$2.6K 0.87% 26
2023
Q3 		$1.19M Buy
15,802
+329
+2% +$25.8K 0.81% 30
2023
Q2 		$1.2M Sell
15,473
-282
-2% -$20.6K 0.8% 33
2023
Q1 		$1.12M Buy
15,755
+116
+0.7% +$8.03K 0.79% 33
2022
Q4 		$1.04M Buy
15,639
+81
+0.5% +$5.37K 0.72% 33
2022
Q3 		$961K Buy
15,558
+411
+3% +$28.3K 0.67% 41
2022
Q2 		$1.01M Buy
15,147
+180
+1% +$12.9K 0.66% 37
2022
Q1 		$1.19M Buy
14,967
+383
+3% +$29.9K 0.7% 31
2021
Q4 		$1.23M Buy
14,584
+503
+4% +$41.1K 0.76% 33
2021
Q3 		$1.06M Buy
14,081
+7,028
+100% +$546K 0.63% 33
2021
Q2 		$530K Buy
+7,053
New +$515K 0.32% 46

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

Friedenthal Financial's SUSL Position: Q2 2026 in Review

Friedenthal Financial held its iShares ESG MSCI USA Leaders ETF (SUSL) position steady in Q2 2026 at 7,281 shares worth $967K. The position accounts for 0.45% of the portfolio, ranked #79.

Friedenthal Financial first reported a position in SUSL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.49M in Q1 2024. 193 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Friedenthal Financial held 7,281 shares of iShares ESG MSCI USA Leaders ETF worth $967K as of Q2 2026.
  • Friedenthal Financial left its iShares ESG MSCI USA Leaders ETF share count unchanged in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.45% of Friedenthal Financial's portfolio in Q2 2026, its #79 holding.
  • Friedenthal Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and has held it in 21 quarters since.
  • Friedenthal Financial's iShares ESG MSCI USA Leaders ETF position peaked at $1.49M in Q1 2024.
  • 193 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.