Farther Finance 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	$953K	Sell	8,310 -398	-5%	-$47.8K	0.01%	993
2025 Q4	$1.06M	Sell	8,708 -5,221	-37%	-$624K	0.01%	863
2025 Q3	$1.63M	Buy	13,929 +2	+0%	+$225	0.02%	530
2025 Q2	$1.51M	Sell	13,927 -1,222	-8%	-$122K	0.03%	454
2025 Q1	$1.46M	Sell	15,149 -1,129	-7%	-$115K	0.04%	375
2024 Q4	$1.68M	Buy	16,278 +3	+0%	+$313	0.06%	250
2024 Q3	$1.65M	Sell	16,275 -270	-2%	-$26.5K	0.06%	232
2024 Q2	$1.61M	Buy	16,545 +9,890	+149%	+$924K	0.08%	199
2024 Q1	$625K	Sell	6,655 -49	-0.7%	-$4.36K	0.04%	342
2023 Q4	$566K	Buy	6,704 +1,343	+25%	+$106K	0.04%	324
2023 Q3	$404K	Buy	5,361 +19	+0.4%	+$1.49K	0.06%	235
2023 Q2	$414K	Sell	5,342 -337	-6%	-$24.6K	0.09%	185
2023 Q1	$405K	Sell	5,679 -487	-8%	-$33.7K	0.12%	163
2022 Q4	$409K	Buy	+6,166	New	+$409K	0.16%	127