UAS
SUSL icon

United Asset Strategies’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

United Asset Strategies’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 		– Sell
-3,002
Closed -$341K – 270
2026
Q1 		$341K Buy
3,002
+72
+2% +$8.65K 0.03% 217
2025
Q4 		$355K Sell
2,930
-142
-5% -$17K 0.03% 210
2025
Q3 		$360K Sell
3,072
-1,306
-30% -$147K 0.03% 206
2025
Q2 		$474K Buy
4,378
+176
+4% +$17.5K 0.04% 195
2025
Q1 		$403K Sell
4,202
-62
-1% -$6.33K 0.04% 196
2024
Q4 		$439K Sell
4,264
-126
-3% -$13.1K 0.04% 185
2024
Q3 		$446K Sell
4,390
-256
-6% -$25.1K 0.04% 189
2024
Q2 		$453K Sell
4,646
-44
-0.9% -$4.11K 0.04% 183
2024
Q1 		$440K Buy
4,690
+16
+0.3% +$1.43K 0.04% 193
2023
Q4 		$394K Sell
4,674
-556
-11% -$43.8K 0.04% 195
2023
Q3 		$394K Buy
5,230
+453
+9% +$35.5K 0.05% 188
2023
Q2 		$370K Sell
4,777
-1,455
-23% -$106K 0.05% 191
2023
Q1 		$675K Buy
6,232
+1,503
+32% +$104K 0.09% 154
2022
Q4 		$314K Buy
4,729
+1,136
+32% +$75.3K 0.04% 190
2022
Q3 		$222K Buy
3,593
+328
+10% +$22.6K 0.03% 190
2022
Q2 		$217K Buy
3,265
+90
+3% +$6.44K 0.03% 192
2022
Q1 		$251K Buy
3,175
+402
+14% +$31.4K 0.03% 185
2021
Q4 		$234K Buy
+2,773
New +$227K 0.03% 186
2021
Q2 		– Sell
-2,919
Closed -$202K – 228
2021
Q1 		$202K Buy
+2,919
New +$196K 0.03% 198

Other funds holding SUSL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $2.56B AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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 $813M AUM 27.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return