Integrated Wealth Concepts’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	$4.74M	Sell	41,728 -1,133	-3%	-$136K	0.04%	439
2025 Q4	$5.2M	Sell	42,861 -1,022	-2%	-$122K	0.06%	282
2025 Q3	$5.14M	Sell	43,883 -47	-0.1%	-$5.28K	0.05%	371
2025 Q2	$4.76M	Buy	43,930 +230	+0.5%	+$22.9K	0.05%	345
2025 Q1	$4.19M	Sell	43,700 -1,499	-3%	-$153K	0.05%	358
2024 Q4	$4.66M	Sell	45,199 -767	-2%	-$80K	0.05%	311
2024 Q3	$4.67M	Sell	45,966 -74	-0.2%	-$7.26K	0.06%	303
2024 Q2	$4.49M	Sell	46,040 -11,363	-20%	-$1.06M	0.06%	285
2024 Q1	$5.39M	Sell	57,403 -3,017	-5%	-$269K	0.08%	253
2023 Q4	$5.1M	Sell	60,420 -8,487	-12%	-$669K	0.08%	236
2023 Q3	$5.2M	Sell	68,907 -10,545	-13%	-$825K	0.09%	221
2023 Q2	$6.15M	Sell	79,452 -14,499	-15%	-$1.06M	0.11%	202
2023 Q1	$6.7M	Buy	93,951 +2,979	+3%	+$206K	0.14%	166
2022 Q4	$6.03M	Buy	90,972 +5,511	+6%	+$365K	0.16%	132
2022 Q3	$5.28M	Buy	85,461 +10,794	+14%	+$744K	0.17%	129
2022 Q2	$4.96M	Buy	74,667 +27,441	+58%	+$1.96M	0.15%	140
2022 Q1	$3.74M	Buy	47,226 +44,342	+1,538%	+$3.46M	0.11%	164
2021 Q4	$243K	Buy	+2,884	New	+$236K	0.01%	867