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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$454K	Hold	4,000	–	–	﹤0.01%	598
2025 Q4	$485K	Sell	4,000 -600	-13%	-$71.7K	﹤0.01%	606
2025 Q3	$538K	Buy	4,600 +1,000	+28%	+$112K	﹤0.01%	601
2025 Q2	$390K	Sell	3,600 -600	-14%	-$59.8K	﹤0.01%	600
2025 Q1	$402K	Sell	4,200 -300	-7%	-$30.6K	﹤0.01%	619
2024 Q4	$464K	Sell	4,500 -200	-4%	-$20.9K	﹤0.01%	638
2024 Q3	$477K	Buy	4,700 +300	+7%	+$29.4K	﹤0.01%	631
2024 Q2	$429K	Sell	4,400 -700	-14%	-$65.4K	﹤0.01%	645
2024 Q1	$479K	Hold	5,100	–	–	﹤0.01%	635
2023 Q4	$430K	Buy	5,100 +1,300	+34%	+$102K	﹤0.01%	652
2023 Q3	$287K	Sell	3,800 -1,700	-31%	-$133K	﹤0.01%	697
2023 Q2	$426K	Sell	5,500 -1,400	-20%	-$102K	﹤0.01%	618
2023 Q1	$492K	Sell	6,900 -100	-1%	-$6.93K	﹤0.01%	666
2022 Q4	$464K	Buy	+7,000	New	+$464K	﹤0.01%	690