FF
SUSL icon

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
– – 0.42% 82
2025
Q4 		$883K Sell
7,281
-599
-8% -$71.6K 0.46% 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 0.83% 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $2.56B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 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 $813M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return