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Balance Wealth’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Balance Wealth’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$406K Sell
3,747
-194
-5% -$21K 0.24% 78
2025
Q1 		$378K Buy
+3,941
New +$378K 0.25% 85