OneDigital Investment 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	$8.78M	Buy	77,261 +533	+0.7%	+$64.1K	0.09%	189
2025 Q4	$9.3M	Sell	76,728 -1,223	-2%	-$146K	0.09%	184
2025 Q3	$9.12M	Sell	77,951 -243	-0.3%	-$27.3K	0.09%	179
2025 Q2	$8.47M	Sell	78,194 -8,864	-10%	-$884K	0.09%	177
2025 Q1	$8.34M	Buy	87,058 +2,919	+3%	+$298K	0.1%	171
2024 Q4	$8.67M	Sell	84,139 -11,301	-12%	-$1.18M	0.1%	166
2024 Q3	$9.69M	Buy	95,440 +10,377	+12%	+$1.02M	0.11%	158
2024 Q2	$8.29M	Buy	85,063 +67,719	+390%	+$6.33M	0.1%	165
2024 Q1	$1.63M	Sell	17,344 -108	-0.6%	-$9.62K	0.03%	386
2023 Q4	$1.47M	Buy	17,452 +2,035	+13%	+$160K	0.03%	373
2023 Q3	$1.16M	Buy	15,417 +2,604	+20%	+$204K	0.03%	387
2023 Q2	$992K	Buy	12,813 +803	+7%	+$58.6K	0.02%	410
2023 Q1	$856K	Buy	+12,010	New	+$832K	0.02%	435