HB Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

HB Wealth Management’s Portfolio SUSL Stock Details SUSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.69M	Buy
2025 Q2	$656K	Sell
2025 Q1	$584K	Buy
2024 Q4	$319K	Sell
2024 Q3	$328K	Buy
2024 Q2	$277K	Buy