Creative Planning’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	$23.3M	Buy	205,356 +2,832	+1%	+$340K	0.02%	377
2025 Q4	$24.6M	Sell	202,524 -2,349	-1%	-$281K	0.02%	320
2025 Q3	$24M	Sell	204,873 -13,100	-6%	-$1.47M	0.02%	315
2025 Q2	$23.6M	Sell	217,973 -7,382	-3%	-$736K	0.02%	302
2025 Q1	$21.6M	Buy	225,355 +13,589	+6%	+$1.39M	0.02%	306
2024 Q4	$21.8M	Sell	211,766 -1,729	-0.8%	-$180K	0.02%	277
2024 Q3	$21.7M	Sell	213,495 -662	-0.3%	-$65K	0.02%	268
2024 Q2	$20.9M	Sell	214,157 -712	-0.3%	-$66.5K	0.02%	259
2024 Q1	$20.2M	Sell	214,869 -11,538	-5%	-$1.03M	0.02%	263
2023 Q4	$19.1M	Sell	226,407 -8,573	-4%	-$675K	0.04%	244
2023 Q3	$17.7M	Buy	234,980 +7,783	+3%	+$609K	0.02%	257
2023 Q2	$17.6M	Sell	227,197 -3,520	-2%	-$257K	0.02%	246
2023 Q1	$16.4M	Buy	230,717 +40,999	+22%	+$2.84M	0.02%	246
2022 Q4	$12.6M	Sell	189,718 -53,116	-22%	-$3.52M	0.02%	289
2022 Q3	$15M	Buy	242,834 +136,627	+129%	+$9.42M	0.03%	226
2022 Q2	$7.05M	Buy	106,207 +9,316	+10%	+$667K	0.01%	380
2022 Q1	$7.67M	Buy	96,891 +72,557	+298%	+$5.67M	0.01%	365
2021 Q4	$2.05M	Buy	+24,334	New	+$1.99M	﹤0.01%	682
2021 Q1	–	Sell	-4,412	Closed	-$287K	–	2718
2020 Q4	$287K	Buy	+4,412	New	+$271K	﹤0.01%	1657