IFP 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	$312K	Sell	2,743 -4	-0.1%	-$481	0.01%	1169
2025 Q4	$333K	Sell	2,747 -8	-0.3%	-$956	0.01%	1117
2025 Q3	$322K	Sell	2,755 -161	-6%	-$18.1K	0.01%	1058
2025 Q2	$316K	Buy	+2,916	New	+$291K	0.01%	1044
2023 Q3	–	Sell	-929	Closed	-$71.9K	–	3535
2023 Q2	$71.9K	Hold	929	–	–	﹤0.01%	1465
2023 Q1	$45.5K	Buy	929 +3	+0.3%	+$208	﹤0.01%	1626
2022 Q4	$45K	Buy	926 +18	+2%	+$1.19K	﹤0.01%	2319
2022 Q3	$44K	Hold	908	–	–	﹤0.01%	2470
2022 Q2	$44K	Hold	908	–	–	﹤0.01%	2257
2022 Q1	$44K	Sell	908 -95	-9%	-$7.42K	﹤0.01%	2257
2021 Q4	$85K	Hold	1,003	–	–	﹤0.01%	1335
2021 Q3	$76K	Hold	1,003	–	–	﹤0.01%	1411
2021 Q2	$75K	Hold	1,003	–	–	﹤0.01%	1361
2021 Q1	$69K	Hold	1,003	–	–	﹤0.01%	1322
2020 Q4	$65K	Hold	1,003	–	–	﹤0.01%	1334
2020 Q3	$58K	Sell	1,003 -911	-48%	-$52.4K	﹤0.01%	1235
2020 Q2	$101K	Buy	1,914 +911	+91%	+$46.6K	0.01%	924
2020 Q1	$46K	Sell	1,003 -166	-14%	-$8.83K	﹤0.01%	1160
2019 Q4	$65K	Buy	+1,169	New	+$62.3K	﹤0.01%	1150