Envestnet Asset Management’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	$3.64M	Buy	32,028 +17,382	+119%	+$2.09M	﹤0.01%	2575
2025 Q4	$1.78M	Sell	14,646 -16,442	-53%	-$1.97M	﹤0.01%	2915
2025 Q3	$3.64M	Sell	31,088 -657,016	-95%	-$73.8M	﹤0.01%	2475
2025 Q2	$74.6M	Sell	688,104 -8,797	-1%	-$877K	0.02%	596
2025 Q1	$66.8M	Sell	696,901 -118,787	-15%	-$12.1M	0.02%	603
2024 Q4	$84M	Buy	815,688 +42,467	+5%	+$4.43M	0.03%	521
2024 Q3	$78.5M	Buy	773,221 +100,834	+15%	+$9.9M	0.03%	559
2024 Q2	$65.5M	Buy	672,387 +76,347	+13%	+$7.14M	0.02%	571
2024 Q1	$55.9M	Buy	596,040 +56,239	+10%	+$5.01M	0.02%	620
2023 Q4	$45.5M	Buy	539,801 +103,187	+24%	+$8.13M	0.02%	647
2023 Q3	$32.9M	Buy	436,614 +90,091	+26%	+$7.05M	0.02%	741
2023 Q2	$26.8M	Buy	346,523 +94,862	+38%	+$6.93M	0.01%	789
2023 Q1	$17.9M	Sell	251,661 -309,542	-55%	-$21.4M	0.01%	945
2022 Q4	$37.2M	Buy	561,203 +419,782	+297%	+$27.8M	0.02%	568
2022 Q3	$8.73M	Buy	141,421 +66,445	+89%	+$4.58M	0.01%	1198
2022 Q2	$4.98M	Buy	74,976 +62,348	+494%	+$4.46M	﹤0.01%	1522
2022 Q1	$1M	Buy	12,628 +4,600	+57%	+$359K	﹤0.01%	2667
2021 Q4	$677K	Buy	+8,028	New	+$656K	﹤0.01%	2882