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

Mayflower Financial Advisors’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	$428K	Hold	3,222	–	–	0.04%	310
2026 Q1	$366K	Hold	3,222	–	–	0.04%	313
2025 Q4	$391K	Hold	3,222	–	–	0.05%	287
2025 Q3	$377K	Hold	3,222	–	–	0.05%	298
2025 Q2	$349K	Hold	3,222	–	–	0.05%	297
2025 Q1	$309K	Sell	3,222 -591	-15%	-$60.3K	0.05%	301
2024 Q4	$393K	Sell	3,813 -10	-0.3%	-$1.04K	0.06%	253
2024 Q3	$388K	Buy	3,823 +222	+6%	+$21.8K	0.06%	257
2024 Q2	$351K	Sell	3,601 -198	-5%	-$18.5K	0.06%	263
2024 Q1	$357K	Sell	3,799 -1,122	-23%	-$99.9K	0.06%	256
2023 Q4	$415K	Sell	4,921 -1,502	-23%	-$118K	0.06%	221
2023 Q3	$484K	Sell	6,423 -2,476	-28%	-$194K	0.07%	197
2023 Q2	$689K	Sell	8,899 -1,303	-13%	-$95.1K	0.09%	166
2023 Q1	$727K	Sell	10,202 -6,722	-40%	-$466K	0.1%	156
2022 Q4	$1.12M	Buy	16,924 +3,361	+25%	+$223K	0.16%	115
2022 Q3	$838K	Sell	13,563 -17,672	-57%	-$1.22M	0.14%	118
2022 Q2	$2.07M	Buy	31,235 +23,721	+316%	+$1.7M	0.32%	65
2022 Q1	$595K	Buy	+7,514	New	+$587K	0.08%	180

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

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 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