EverSource Wealth Advisors’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	$515K	Sell	4,532 -332	-7%	-$39.9K	0.02%	600
2025 Q4	$590K	Buy	4,864 +419	+9%	+$50.1K	0.02%	486
2025 Q3	$520K	Hold	4,445	–	–	0.02%	487
2025 Q2	$482K	Sell	4,445 -106	-2%	-$10.6K	0.02%	467
2025 Q1	$436K	Sell	4,551 -419	-8%	-$42.8K	0.02%	414
2024 Q4	$512K	Sell	4,970 -140	-3%	-$14.6K	0.03%	363
2024 Q3	$519K	Hold	5,110	–	–	0.03%	319
2024 Q2	$499K	Hold	5,110	–	–	0.03%	316
2024 Q1	$459K	Sell	5,110 -83	-2%	-$7.39K	0.04%	282
2023 Q4	$438K	Hold	5,193	–	–	0.04%	263
2023 Q3	$392K	Sell	5,193 -597	-10%	-$46.7K	0.04%	257
2023 Q2	$448K	Hold	5,790	–	–	0.05%	243
2023 Q1	$413K	Sell	5,790 -325	-5%	-$22.5K	0.05%	246
2022 Q4	$405K	Buy	6,115 +504	+9%	+$33.4K	0.06%	227
2022 Q3	$346K	Buy	5,611 +1,590	+40%	+$110K	0.08%	217
2022 Q2	$267K	Sell	4,021 -1,028	-20%	-$73.6K	0.07%	225
2022 Q1	$399K	Buy	+5,049	New	+$395K	0.1%	176