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

Redhawk Wealth 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	$480K	Buy	3,617 +8	+0.2%	+$1.02K	0.05%	252
2026 Q1	$410K	Buy	3,609 +352	+11%	+$42.3K	0.05%	264
2025 Q4	$395K	Sell	3,257 -1,390	-30%	-$166K	0.04%	264
2025 Q3	$544K	Buy	4,647 +442	+11%	+$49.7K	0.06%	214
2025 Q2	$456K	Buy	4,205 +285	+7%	+$28.4K	0.06%	218
2025 Q1	$376K	Buy	3,920 +11	+0.3%	+$1.12K	0.05%	208
2024 Q4	$403K	Buy	3,909 +13	+0.3%	+$1.36K	0.05%	212
2024 Q3	$396K	Buy	+3,896	New	+$382K	0.06%	209

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