Orgel Wealth Management
SUSL icon

Orgel Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Orgel Wealth Management’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 		$1.81M Sell
13,317
-94
-0.7% -$12.7K 0.03% 53
2026
Q2 		$1.78M Sell
13,411
-124
-0.9% -$15.8K 0.03% 52
2026
Q1 		$1.54M Sell
13,535
-207
-2% -$24.9K 0.03% 43
2025
Q4 		$1.67M Sell
13,742
-215
-2% -$25.7K 0.04% 42
2025
Q3 		$1.63M Buy
13,957
+187
+1% +$21K 0.04% 42
2025
Q2 		$1.49M Buy
13,770
+514
+4% +$51.2K 0.04% 42
2025
Q1 		$1.27M Buy
13,256
+1,686
+15% +$172K 0.03% 43
2024
Q4 		$1.19M Sell
11,570
-191
-2% -$19.9K 0.03% 43
2024
Q3 		$1.19M Buy
11,761
+4
+0% +$393 0.03% 45
2024
Q2 		$1.15M Buy
11,757
+36
+0.3% +$3.36K 0.03% 42
2024
Q1 		$1.1M Sell
11,721
-6
-0.1% -$534 0.03% 42
2023
Q4 		$990K Sell
11,727
-796
-6% -$62.7K 0.03% 45
2023
Q3 		$944K Sell
12,523
-236
-2% -$18.5K 0.03% 45
2023
Q2 		$988K Buy
12,759
+1,033
+9% +$75.4K 0.03% 44
2023
Q1 		$836K Sell
11,726
-1,727
-13% -$120K 0.03% 44
2022
Q4 		$892K Buy
13,453
+3,812
+40% +$253K 0.03% 43
2022
Q3 		$595K Buy
+9,641
New +$665K 0.03% 44

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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Orgel Wealth Management's SUSL Position: Q3 2026 in Review

Orgel Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.7% in Q3 2026, selling an estimated $12.7K and leaving 13,317 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #53.

Orgel Wealth Management first reported a position in SUSL in Q3 2022 and has held it in 17 quarters since. 46 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Orgel Wealth Management held 13,317 shares of iShares ESG MSCI USA Leaders ETF worth $1.81M as of Q3 2026.
  • Orgel Wealth Management sold 94 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $12.7K.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Orgel Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Orgel Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and has held it in 17 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.