Global Retirement 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
2025 Q4	$26.2K	Sell	216 -2	-0.9%	-$239	﹤0.01%	2751
2025 Q3	$25.5K	Buy	218 +1	+0.5%	+$112	﹤0.01%	2280
2025 Q2	$23.6K	Buy	+217	New	+$21.6K	﹤0.01%	2203
2024 Q4	$35.5K	Buy	345 +1	+0.3%	+$104	﹤0.01%	1781
2024 Q3	$35K	Sell	344 -352	-51%	-$34.5K	﹤0.01%	1735
2024 Q2	$67.8K	Hold	696	–	–	﹤0.01%	1367
2024 Q1	$65.3K	Hold	696	–	–	﹤0.01%	1277
2023 Q4	$59.2K	Buy	696 +109	+19%	+$8.59K	﹤0.01%	1279
2023 Q3	$44.1K	Buy	587 +19	+3%	+$1.49K	﹤0.01%	1333
2023 Q2	$44K	Sell	568 -451	-44%	-$32.9K	﹤0.01%	1339
2023 Q1	$72.2K	Sell	1,019 -157	-13%	-$10.9K	﹤0.01%	1056
2022 Q4	$78K	Buy	1,176 +570	+94%	+$37.8K	0.01%	908
2022 Q3	$40K	Buy	+606	New	+$41.8K	﹤0.01%	1114
2022 Q2	–	Sell	-413	Closed	-$28K	–	2873
2022 Q1	$28K	Buy	+413	New	+$32.3K	﹤0.01%	1224