Mather Group’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	$1.86M	Sell	16,355 -682	-4%	-$82K	0.02%	237
2025 Q4	$2.07M	Hold	17,037	–	–	0.02%	200
2025 Q3	$1.99M	Sell	17,037 -215	-1%	-$24.2K	0.02%	198
2025 Q2	$1.87M	Buy	17,252 +837	+5%	+$83.4K	0.02%	198
2025 Q1	$1.57M	Sell	16,415 -846	-5%	-$86.3K	0.02%	199
2024 Q4	$1.78M	Hold	17,261	–	–	0.02%	172
2024 Q3	$1.75M	Sell	17,261 -318	-2%	-$31.2K	0.02%	178
2024 Q2	$1.65M	Sell	17,579 -90	-0.5%	-$8.41K	0.02%	208
2024 Q1	$1.49M	Hold	17,669	–	–	0.02%	175
2023 Q4	$1.49M	Sell	17,669 -46	-0.3%	-$3.62K	0.02%	180
2023 Q3	$1.34M	Buy	17,715 +9,187	+108%	+$719K	0.02%	180
2023 Q2	$660K	Buy	8,528 +165	+2%	+$12K	0.01%	298
2023 Q1	$596K	Hold	8,363	–	–	0.01%	298
2022 Q4	$555K	Buy	8,363 +2,555	+44%	+$169K	0.01%	301
2022 Q3	$359K	Buy	5,808 +1,707	+42%	+$118K	0.01%	333
2022 Q2	$272K	Buy	+4,101	New	+$293K	0.01%	322