OWM
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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
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% +$3.37K 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 $59.8B 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 $2.58B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 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 $815M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Orgel Wealth Management's SUSL Position: Q2 2026 in Review

Orgel Wealth Management reduced its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 0.92% in Q2 2026, selling an estimated $15.8K and leaving 13,411 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #52.

Orgel Wealth Management first reported a position in SUSL in Q3 2022 and has held it in 16 quarters since. 37 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Orgel Wealth Management held 13,411 shares of iShares ESG MSCI USA Leaders ETF worth $1.78M as of Q2 2026.
  • Orgel Wealth Management sold 124 iShares ESG MSCI USA Leaders ETF shares in Q2 2026, an estimated $15.8K.
  • iShares ESG MSCI USA Leaders ETF made up 0.03% of Orgel Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Orgel Wealth Management first reported a position in iShares ESG MSCI USA Leaders ETF in Q3 2022 and has held it in 16 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.