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

Institute for 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	$257K	Hold
2025 Q2	$238K	Hold
2025 Q1	$211K	Hold
2024 Q4	$227K	Hold
2024 Q3	$223K	Hold
2024 Q2	$214K	Hold
2024 Q1	$206K	Buy