One Wealth Advisors’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	$7.02M	Sell	61,802 -1,320	-2%	-$159K	0.87%	35
2025 Q4	$7.65M	Sell	63,122 -705	-1%	-$84.3K	0.94%	30
2025 Q3	$7.47M	Sell	63,827 -1,169	-2%	-$131K	0.94%	30
2025 Q2	$7.04M	Sell	64,996 -5,168	-7%	-$515K	0.98%	29
2025 Q1	$6.72M	Sell	70,164 -11,888	-14%	-$1.21M	1%	26
2024 Q4	$8.45M	Buy	82,052 +128	+0.2%	+$13.3K	1.25%	21
2024 Q3	$8.32M	Sell	81,924 -431	-0.5%	-$42.3K	1.28%	21
2024 Q2	$7.75M	Sell	82,355 -6,751	-8%	-$631K	1.66%	15
2024 Q1	$8.36M	Sell	89,106 -8,468	-9%	-$754K	1.46%	21
2023 Q4	$8.23M	Sell	97,574 -2,313	-2%	-$182K	1.59%	18
2023 Q3	$7.53M	Buy	99,887 +2,364	+2%	+$185K	1.67%	17
2023 Q2	$7.55M	Sell	97,523 -9,919	-9%	-$724K	1.59%	20
2023 Q1	$7.66M	Sell	107,442 -2,733	-2%	-$189K	1.77%	18
2022 Q4	$7.31M	Buy	110,175 +16,876	+18%	+$1.12M	1.67%	15
2022 Q3	$5.76M	Buy	93,299 +16,324	+21%	+$1.13M	1.89%	13
2022 Q2	$5.11M	Buy	76,975 +29,442	+62%	+$2.11M	1.37%	19
2022 Q1	$3.76M	Buy	47,533 +44,920	+1,719%	+$3.51M	0.92%	25
2021 Q4	$220K	Buy	+2,613	New	+$213K	0.06%	183