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

MKT 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	$415K	Hold	3,130	–	–	0.13%	100
2026 Q1	$360K	Hold	3,130	–	–	0.12%	104
2025 Q4	$382K	Hold	3,130	–	–	0.13%	108
2025 Q3	$368K	Hold	3,130	–	–	0.14%	103
2025 Q2	$338K	Hold	3,130	–	–	0.13%	103
2025 Q1	$273K	Hold	3,130	–	–	0.13%	112
2024 Q4	$330K	Hold	3,130	–	–	0.14%	105
2024 Q3	$314K	Hold	3,130	–	–	0.15%	105
2024 Q2	$312K	Hold	3,130	–	–	0.16%	101
2024 Q1	$288K	Hold	3,130	–	–	0.16%	108
2023 Q4	$260K	Hold	3,130	–	–	0.17%	114
2023 Q3	$236K	Hold	3,130	–	–	0.18%	113
2023 Q2	$251K	Hold	3,130	–	–	0.18%	109
2023 Q1	$221K	Hold	3,130	–	–	0.17%	123
2022 Q4	$214K	Sell	3,130 -672	-18%	-$44.5K	0.16%	125
2022 Q3	$235K	Buy	3,802 +743	+24%	+$51.2K	0.2%	105
2022 Q2	$207K	Buy	+3,059	New	+$219K	0.16%	124

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