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

Ridgeline Wealth’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$277K Sell
2,560
-306
-11% -$33.2K 0.23% 40
2025
Q1 		$275K Sell
2,866
-484
-14% -$46.4K 0.23% 42
2024
Q4 		$345K Buy
+3,350
New +$345K 0.28% 42