Sweeney & Michel
SUSL icon

Sweeney & Michel’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Sweeney & Michel’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 		$496K Buy
3,637
+332
+10% +$44.8K 0.13% 100
2026
Q2 		$456K Sell
3,305
-43
-1% -$5.5K 0.12% 101
2026
Q1 		$401K Sell
3,348
-419
-11% -$50.4K 0.12% 102
2025
Q4 		$461K Buy
3,767
+11
+0.3% +$1.32K 0.14% 98
2025
Q3 		$432K Sell
3,756
-97
-3% -$10.9K 0.15% 95
2025
Q2 		$421K Buy
3,853
+82
+2% +$8.17K 0.15% 94
2025
Q1 		$325K Buy
+3,771
New +$385K 0.14% 95
2024
Q3 		$393K Buy
3,799
+112
+3% +$11K 0.15% 87
2024
Q2 		$367K Buy
3,687
+208
+6% +$19.4K 0.16% 83
2024
Q1 		$324K Buy
+3,479
New +$310K 0.14% 86
2023
Q3 		$341K Sell
4,417
-1,416
-24% -$111K 0.18% 81
2023
Q2 		$460K Sell
5,833
-190
-3% -$13.9K 0.24% 70
2023
Q1 		$450K Buy
+6,023
New +$417K 0.24% 72

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
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sweeney & Michel's SUSL Position: Q3 2026 in Review

Sweeney & Michel increased its iShares ESG MSCI USA Leaders ETF (SUSL) stake by 10% in Q3 2026, buying an estimated $44.8K and bringing the position to 3,637 shares worth $496K. The position accounts for 0.13% of the portfolio, ranked #100.

Sweeney & Michel first reported a position in SUSL in Q1 2023 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold SUSL as of Q3 2026.

  • Sweeney & Michel held 3,637 shares of iShares ESG MSCI USA Leaders ETF worth $496K as of Q3 2026.
  • Sweeney & Michel bought 332 iShares ESG MSCI USA Leaders ETF shares in Q3 2026, an estimated $44.8K.
  • iShares ESG MSCI USA Leaders ETF made up 0.13% of Sweeney & Michel's portfolio in Q3 2026, its #100 holding.
  • Sweeney & Michel first reported a position in iShares ESG MSCI USA Leaders ETF in Q1 2023 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.