Friedenthal Financial
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
Q3 		$815K Sell
5,982
-1,299
-18% -$175K 0.35% 85
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 		$1.18M 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 $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Friedenthal Financial's SUSL Position: Q3 2026 in Review

Friedenthal Financial reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 18% in Q3 2026, selling an estimated $175K and leaving 5,982 shares worth $815K. The position accounts for 0.35% of the portfolio, ranked #85.

Friedenthal Financial first reported a position in SUSL in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.49M in Q1 2024. 77 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Friedenthal Financial held 5,982 shares of iShares ESG MSCI USA Leaders ETF worth $815K as of Q3 2026.
  • Friedenthal Financial sold 1,299 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $175K.
  • iShares ESG MSCI USA Leaders ETF made up 0.35% of Friedenthal Financial's portfolio in Q3 2026, its #85 holding.
  • Friedenthal Financial first reported a position in iShares ESG MSCI USA Leaders ETF in Q2 2021 and has held it in 22 quarters since.
  • Friedenthal Financial's iShares ESG MSCI USA Leaders ETF position peaked at $1.49M in Q1 2024.
  • 77 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.