Novare Capital 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
2025
Q3
$455K Hold
2025
Q2
$421K Hold
2025
Q1
$372K Sell
2024
Q4
$421K Sell
2024
Q3
$425K Hold
2024
Q2
$408K Buy