Fragasso 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
2025
Q2
$501K Buy
4,620
+411
+10% +$44.5K 0.03% 184
2025
Q1
$403K Buy
4,209
+395
+10% +$37.8K 0.03% 191
2024
Q4
$393K Hold
3,814
0.03% 184
2024
Q3
$387K Hold
3,814
0.03% 184
2024
Q2
$372K Buy
+3,814
New +$372K 0.03% 183