Citigroup’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	$323K	Buy	2,845 +331	+13%	+$39.8K	﹤0.01%	3773
2025 Q4	$305K	Buy	2,514 +265	+12%	+$31.7K	﹤0.01%	3810
2025 Q3	$263K	Sell	2,249 -105	-4%	-$11.8K	﹤0.01%	3880
2025 Q2	$255K	Sell	2,354 -672	-22%	-$67K	﹤0.01%	3951
2025 Q1	$290K	Buy	3,026 +17	+0.6%	+$1.74K	﹤0.01%	3983
2024 Q4	$310K	Buy	3,009 +6	+0.2%	+$626	﹤0.01%	4134
2024 Q3	$305K	Buy	3,003 +1,498	+100%	+$147K	﹤0.01%	4068
2024 Q2	$147K	Sell	1,505 -7	-0.5%	-$654	﹤0.01%	4037
2024 Q1	$142K	Buy	1,512 +724	+92%	+$64.5K	﹤0.01%	4155
2023 Q4	$66.5K	Buy	788 +402	+104%	+$31.7K	﹤0.01%	4391
2023 Q3	$29.1K	Sell	386 -235	-38%	-$18.4K	﹤0.01%	4289
2023 Q2	$48.1K	Buy	621 +516	+491%	+$37.7K	﹤0.01%	4666
2023 Q1	$7.48K	Buy	+105	New	+$7.27K	﹤0.01%	4838
2021 Q4	–	Sell	-368	Closed	-$28K	–	6093
2021 Q3	$28K	Sell	368 -66	-15%	-$5.13K	﹤0.01%	5073
2021 Q2	$33K	Buy	434 +66	+18%	+$4.82K	﹤0.01%	5033
2021 Q1	$25K	Buy	+368	New	+$24.7K	﹤0.01%	5117
2020 Q3	–	Sell	-1,100	Closed	-$60K	–	7613
2020 Q2	$60K	Buy	+1,100	New	+$56.3K	﹤0.01%	5922