Morgan Stanley’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	$290K	Sell	2,550 -842	-25%	-$101K	﹤0.01%	5709
2025 Q4	$411K	Sell	3,392 -68	-2%	-$8.13K	﹤0.01%	5607
2025 Q3	$405K	Buy	3,460 +86	+3%	+$9.66K	﹤0.01%	5602
2025 Q2	$366K	Sell	3,374 -19,021	-85%	-$1.9M	﹤0.01%	5608
2025 Q1	$2.15M	Buy	22,395 +20,088	+871%	+$2.05M	﹤0.01%	4563
2024 Q4	$238K	Sell	2,307 -4	-0.2%	-$417	﹤0.01%	5721
2024 Q3	$235K	Sell	2,311 -42	-2%	-$4.12K	﹤0.01%	5693
2024 Q2	$229K	Buy	2,353 +756	+47%	+$70.7K	﹤0.01%	5602
2024 Q1	$150K	Sell	1,597 -35	-2%	-$3.12K	﹤0.01%	5837
2023 Q4	$138K	Buy	1,632 +487	+43%	+$38.4K	﹤0.01%	6065
2023 Q3	$86.4K	Buy	1,145 +1,114	+3,594%	+$87.2K	﹤0.01%	5957
2023 Q2	$2.4K	Sell	31 -29	-48%	-$2.12K	﹤0.01%	7156
2023 Q1	$4.28K	Hold	60	–	–	﹤0.01%	7087
2022 Q4	$3.98K	Hold	60	–	–	﹤0.01%	7207
2022 Q3	$4K	Sell	60 -368	-86%	-$25.4K	﹤0.01%	7321
2022 Q2	$28K	Hold	428	–	–	﹤0.01%	6859
2022 Q1	$34K	Sell	428 -400	-48%	-$31.3K	﹤0.01%	6889
2021 Q4	$70K	Buy	828 +768	+1,280%	+$62.7K	﹤0.01%	6641
2021 Q3	$5K	Sell	60 -8,077	-99%	-$628K	﹤0.01%	7498
2021 Q2	$611K	Buy	+8,137	New	+$594K	﹤0.01%	5399