Perigon Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Perigon Wealth Management’s Portfolio SUSL Stock Details SUSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$656K	Sell
2025 Q2	$609K	Sell
2025 Q1	$570K	Buy