DHK Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,705	Closed	-$535K	–	93
2024 Q1	$535K	Buy	5,705 +14	+0.2%	+$1.31K	0.38%	59
2023 Q4	$480K	Buy	+5,691	New	+$480K	0.36%	55