Avantax Advisory Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$886K	Buy
2025 Q1	$758K	Hold
2024 Q4	$815K	Sell
2024 Q3	$811K	Sell
2024 Q2	$824K	Buy
2024 Q1	$774K	Hold
2023 Q4	$696K	Hold
2023 Q3	$622K	Buy
2023 Q1	–	Sell
2022 Q4	$248K	Buy