Northwestern Mutual Wealth Management’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	$2.66M	Sell	23,450 -361	-2%	-$43.4K	﹤0.01%	1008
2025 Q4	$2.89M	Buy	23,811 +459	+2%	+$54.9K	﹤0.01%	938
2025 Q3	$2.73M	Buy	23,352 +806	+4%	+$90.6K	﹤0.01%	916
2025 Q2	$2.44M	Sell	22,546 -179	-0.8%	-$17.8K	﹤0.01%	889
2025 Q1	$2.18M	Buy	22,725 +2,011	+10%	+$205K	﹤0.01%	891
2024 Q4	$2.13M	Sell	20,714 -186	-0.9%	-$19.4K	﹤0.01%	850
2024 Q3	$2.12M	Buy	20,900 +96	+0.5%	+$9.42K	﹤0.01%	837
2024 Q2	$2.03M	Buy	20,804 +2,418	+13%	+$226K	﹤0.01%	813
2024 Q1	$1.73M	Sell	18,386 -489	-3%	-$43.5K	﹤0.01%	846
2023 Q4	$1.59M	Buy	18,875 +1,022	+6%	+$80.5K	﹤0.01%	841
2023 Q3	$1.35M	Sell	17,853 -631	-3%	-$49.4K	﹤0.01%	841
2023 Q2	$1.43M	Buy	18,484 +395	+2%	+$28.8K	﹤0.01%	810
2023 Q1	$1.29M	Buy	18,089 +116	+0.6%	+$8.03K	﹤0.01%	823
2022 Q4	$1.19M	Buy	17,973 +3,316	+23%	+$220K	﹤0.01%	816
2022 Q3	$906K	Sell	14,657 -1,677	-10%	-$116K	﹤0.01%	852
2022 Q2	$1.08M	Buy	16,334 +1	+0%	+$72	﹤0.01%	805
2022 Q1	$1.29M	Buy	16,333 +294	+2%	+$23K	﹤0.01%	758
2021 Q4	$1.35M	Buy	16,039 +3,958	+33%	+$323K	﹤0.01%	722
2021 Q3	$913K	Sell	12,081 -291	-2%	-$22.6K	﹤0.01%	786
2021 Q2	$929K	Buy	12,372 +8,991	+266%	+$656K	﹤0.01%	780
2021 Q1	$234K	Buy	3,381 +2,842	+527%	+$191K	﹤0.01%	1187
2020 Q4	$35K	Buy	+539	New	+$33.1K	﹤0.01%	1763