Apexium Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Apexium Financial’s Portfolio SUSL Stock Details SUSL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$528K	Hold
2025 Q2	$489K	Buy
2025 Q1	$321K	Buy
2024 Q4	$343K	Buy
2024 Q3	$332K	Buy
2024 Q2	$318K	Buy
2024 Q1	$260K	Hold
2023 Q4	$234K	Buy