Baker Avenue Asset Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,159	Closed	-$276K	–	1723
2022 Q4	$276K	Buy	+4,159	New	+$276K	0.02%	302
2020 Q3	–	Sell	-60,645	Closed	-$3.28M	–	239
2020 Q2	$3.28M	Buy	+60,645	New	+$3.28M	0.27%	73