Kelly Financial Services’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
2024 Q3	–	Sell	-13	Closed	-$1.27K	–	681
2024 Q2	$1.27K	Sell	13 -91	-88%	-$8.87K	﹤0.01%	632
2024 Q1	$9.76K	Sell	104 -10	-9%	-$938	﹤0.01%	430
2023 Q4	$9.62K	Buy	+114	New	+$9.62K	﹤0.01%	404
2023 Q3	–	Hold	0	–	–	–	784