GHP Investment 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	$36.4K	Hold	320	–	–	﹤0.01%	596
2025 Q4	$38.8K	Hold	320	–	–	﹤0.01%	561
2025 Q3	$37.5K	Hold	320	–	–	﹤0.01%	561
2025 Q2	$34.7K	Hold	320	–	–	﹤0.01%	556
2025 Q1	$30.7K	Hold	320	–	–	﹤0.01%	550
2024 Q4	$33K	Sell	320 -255	-44%	-$26.6K	﹤0.01%	542
2024 Q3	$58.4K	Hold	575	–	–	﹤0.01%	497
2024 Q2	$56K	Hold	575	–	–	﹤0.01%	491
2024 Q1	$54K	Hold	575	–	–	﹤0.01%	493
2023 Q4	$48.5K	Hold	575	–	–	﹤0.01%	488
2023 Q3	$43.8K	Hold	575	–	–	﹤0.01%	510
2023 Q2	$44.9K	Sell	575 -394	-41%	-$28.8K	﹤0.01%	500
2023 Q1	$69.1K	Hold	969	–	–	﹤0.01%	464
2022 Q4	$64.3K	Hold	969	–	–	﹤0.01%	470
2022 Q3	$60K	Hold	969	–	–	﹤0.01%	465
2022 Q2	$64K	Hold	969	–	–	﹤0.01%	454
2022 Q1	$77K	Buy	+969	New	+$75.7K	0.01%	448