Novare Capital Management’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
2025 Q2	$421K	Hold	3,885	–	–	0.03%	143
2025 Q1	$372K	Sell	3,885 -205	-5%	-$19.6K	0.03%	147
2024 Q4	$421K	Sell	4,090 -100	-2%	-$10.3K	0.04%	143
2024 Q3	$425K	Hold	4,190	–	–	0.04%	143
2024 Q2	$408K	Buy	+4,190	New	+$408K	0.04%	138