Ancora Advisors’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	$28.2K	Hold	248	–	–	﹤0.01%	1386
2025 Q4	$30.1K	Hold	248	–	–	﹤0.01%	1348
2025 Q3	$29K	Hold	248	–	–	﹤0.01%	1149
2025 Q2	$26.9K	Hold	248	–	–	﹤0.01%	1159
2025 Q1	$23.8K	Sell	248 -110	-31%	-$11.2K	﹤0.01%	1168
2024 Q4	$36.9K	Sell	358 -77	-18%	-$8.03K	﹤0.01%	1074
2024 Q3	$44.2K	Hold	435	–	–	﹤0.01%	1016
2024 Q2	$42.4K	Hold	435	–	–	﹤0.01%	989
2024 Q1	$40.8K	Hold	435	–	–	﹤0.01%	1004
2023 Q4	$36.7K	Hold	435	–	–	﹤0.01%	1026
2023 Q3	$32.8K	Hold	435	–	–	﹤0.01%	1020
2023 Q2	$33.7K	Hold	435	–	–	﹤0.01%	1007
2023 Q1	$31K	Hold	435	–	–	﹤0.01%	1021
2022 Q4	$29K	Hold	435	–	–	﹤0.01%	1091
2022 Q3	$27K	Hold	435	–	–	﹤0.01%	1267
2022 Q2	$29K	Buy	435 +10	+2%	+$715	﹤0.01%	1345
2022 Q1	$34K	Hold	425	–	–	﹤0.01%	1403
2021 Q4	$36K	Hold	425	–	–	﹤0.01%	1389
2021 Q3	$32K	Hold	425	–	–	﹤0.01%	1328
2021 Q2	$32K	Hold	425	–	–	﹤0.01%	1217
2021 Q1	$29K	Hold	425	–	–	﹤0.01%	1207
2020 Q4	$28K	Hold	425	–	–	﹤0.01%	1004
2020 Q3	$25K	Buy	425 +200	+89%	+$11.5K	﹤0.01%	985
2020 Q2	$12K	Hold	225	–	–	﹤0.01%	1086
2020 Q1	$10K	Buy	+225	New	+$12K	﹤0.01%	1193