HB Wealth Management’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	$656K	Sell	6,053 -42	-0.7%	-$4.55K	0.01%	641
2025 Q1	$584K	Buy	6,095 +3,001	+97%	+$288K	﹤0.01%	704
2024 Q4	$319K	Sell	3,094 -141	-4%	-$14.5K	﹤0.01%	778
2024 Q3	$328K	Buy	3,235 +392	+14%	+$39.8K	﹤0.01%	722
2024 Q2	$277K	Buy	+2,843	New	+$277K	﹤0.01%	733