BFSG LLC’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
2026 Q1	$3.23M	Hold	28,404	–	–	0.31%	103
2025 Q4	$3.44M	Hold	28,404	–	–	0.34%	96
2025 Q3	$3.32M	Sell	28,404 -12	-0%	-$1.35K	0.32%	100
2025 Q2	$3.08M	Buy	28,416 +10	+0%	+$997	0.34%	94
2025 Q1	$2.72M	Buy	28,406 +12	+0%	+$1.22K	0.33%	97
2024 Q4	$2.93M	Sell	28,394 -18	-0.1%	-$1.88K	0.34%	97
2024 Q3	$2.88M	Hold	28,412	–	–	0.34%	97
2024 Q2	$2.77M	Sell	28,412 -30	-0.1%	-$2.8K	0.35%	89
2024 Q1	$2.67M	Sell	28,442 -33	-0.1%	-$2.94K	0.35%	89
2023 Q4	$2.4M	Buy	28,475 +232	+0.8%	+$18.3K	0.35%	91
2023 Q3	$2.13M	Buy	28,243 +394	+1%	+$30.8K	0.35%	92
2023 Q2	$2.16M	Buy	+27,849	New	+$2.03M	0.37%	89