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Pathstone Family Office’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Pathstone Family Office’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,575
Closed -$509K – 1683
2023
Q2 		$509K Buy
+6,575
New +$509K 0.01% 740