CFS Investment Advisory Services’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	$1.96M	Sell	15,742 -257	-2%	-$30.9K	0.14%	130
2025 Q4	$1.94M	Sell	15,999 -89	-0.6%	-$10.6K	0.14%	124
2025 Q3	$1.92M	Sell	16,088 -106	-0.7%	-$11.9K	0.14%	124
2025 Q2	$1.75M	Buy	16,194 +118	+0.7%	+$11.8K	0.14%	124
2025 Q1	$1.54M	Sell	16,076 -1,076	-6%	-$110K	0.14%	129
2024 Q4	$1.77M	Sell	17,152 -552	-3%	-$57.6K	0.16%	117
2024 Q3	$1.8M	Buy	17,704 +332	+2%	+$32.6K	0.15%	113
2024 Q2	$1.69M	Buy	17,372 +84	+0.5%	+$7.85K	0.14%	104
2024 Q1	$1.62M	Sell	17,288 -655	-4%	-$58.3K	0.27%	61
2023 Q4	$1.51M	Sell	17,943 -191	-1%	-$15K	0.27%	57
2023 Q3	$1.37M	Sell	18,134 -1,185	-6%	-$92.7K	0.22%	76
2023 Q2	$1.5M	Sell	19,319 -284	-1%	-$20.7K	0.19%	95
2023 Q1	$1.4M	Sell	19,603 -2,918	-13%	-$202K	0.25%	61
2022 Q4	$1.49M	Sell	22,521 -1,433,762	-98%	-$95M	0.34%	46
2022 Q3	$1.46M	Buy	1,456,283 +1,423,380	+4,326%	+$98.2M	0.33%	45
2022 Q2	$2.18M	Sell	32,903 -1,339,856	-98%	-$95.9M	0.33%	59
2022 Q1	$17K	Buy	1,372,759 +1,363,577	+14,851%	+$107M	0.07%	126
2021 Q4	$726K	Buy	+9,182	New	+$750K	0.1%	150