Aries Wealth 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
2025
Q2
$648K Hold
2025
Q1
$573K Hold
2024
Q4
$616K Hold
2024
Q3
$607K Hold
2024
Q2
$582K Hold
2024
Q1
$561K Buy
2022
Q2
Sell
2022
Q1
$351K Buy