Perigon Wealth 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	$609K	Sell	5,622 -325	-5%	-$35.2K	0.01%	620
2025 Q1	$570K	Buy	+5,947	New	+$570K	0.01%	602