Retirement Capital Strategies’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	$217K	Hold	1,911	–	–	0.08%	60
2025 Q4	$232K	Hold	1,911	–	–	0.09%	67
2025 Q3	$224K	Hold	1,911	–	–	0.09%	61
2025 Q2	$207K	Sell	1,911 -8,596	-82%	-$857K	0.08%	64
2025 Q1	$1.01M	Sell	10,507 -8,300	-44%	-$847K	0.39%	42
2024 Q4	$1.94M	Sell	18,807 -404	-2%	-$42.1K	0.73%	30
2024 Q3	$1.95M	Sell	19,211 -17,355	-47%	-$1.7M	0.76%	29
2024 Q2	$3.56M	Buy	36,566 +18,461	+102%	+$1.73M	1.43%	16
2024 Q1	$1.7M	Sell	18,105 -11,946	-40%	-$1.06M	0.69%	30
2023 Q4	$2.54M	Buy	30,051 +231	+0.8%	+$18.2K	1.1%	20
2023 Q3	$2.25M	Buy	29,820 +22,343	+299%	+$1.75M	1.05%	20
2023 Q2	$579K	Buy	+7,477	New	+$546K	0.27%	43
2022 Q3	–	Sell	-8,070	Closed	-$536K	–	66
2022 Q2	$536K	Buy	8,070 +3,169	+65%	+$227K	0.24%	39
2022 Q1	$373K	Hold	4,901	–	–	0.15%	42
2021 Q4	$413K	Hold	4,901	–	–	0.15%	52
2021 Q3	$370K	Hold	4,901	–	–	0.14%	54
2021 Q2	$368K	Hold	4,901	–	–	0.14%	65
2021 Q1	$340K	Sell	4,901 -1,504	-23%	-$101K	0.13%	61
2020 Q4	$416K	Hold	6,405	–	–	0.17%	51
2020 Q3	$362K	Sell	6,405 -18,795	-75%	-$1.08M	0.17%	48
2020 Q2	$1.36M	Buy	25,200 +824	+3%	+$42.2K	0.65%	24
2020 Q1	$1.1M	Buy	+24,376	New	+$1.3M	0.6%	22