Firethorn Wealth Partners’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	$470K	Buy	4,138 +1	+0%	+$120	0.17%	120
2025 Q4	$502K	Hold	4,137	–	–	0.19%	108
2025 Q3	$484K	Sell	4,137 -66	-2%	-$7.42K	0.19%	108
2025 Q2	$455K	Sell	4,203 -8	-0.2%	-$797	0.2%	108
2025 Q1	$403K	Sell	4,211 -431	-9%	-$44K	0.19%	106
2024 Q4	$478K	Sell	4,642 -24	-0.5%	-$2.5K	0.24%	93
2024 Q3	$474K	Sell	4,666 -9	-0.2%	-$883	0.24%	89
2024 Q2	$456K	Sell	4,675 -449	-9%	-$42K	0.26%	82
2024 Q1	$481K	Sell	5,124 -716	-12%	-$63.7K	0.28%	82
2023 Q4	$493K	Sell	5,840 -457	-7%	-$36K	0.32%	66
2023 Q3	$475K	Sell	6,297 -1,035	-14%	-$81K	0.36%	57
2023 Q2	$568K	Sell	7,332 -27	-0.4%	-$1.97K	0.42%	45
2023 Q1	$531K	Sell	7,359 -3,793	-34%	-$263K	0.41%	49
2022 Q4	$739K	Sell	11,152 -1,128	-9%	-$74.8K	0.62%	36
2022 Q3	$758K	Sell	12,280 -4,543	-27%	-$313K	0.71%	29
2022 Q2	$1.2M	Buy	16,823 +390	+2%	+$27.9K	0.98%	21
2022 Q1	$1.3M	Buy	16,433 +5,192	+46%	+$406K	0.98%	20
2021 Q4	$948K	Buy	+11,241	New	+$918K	0.71%	33
2021 Q2	$899K	Buy	11,968 +44	+0.4%	+$3.21K	0.75%	29
2021 Q1	$826K	Sell	11,924 -37	-0.3%	-$2.48K	0.77%	30
2020 Q4	$777K	Buy	+11,961	New	+$735K	0.84%	30