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

Sax Wealth Advisors’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 Q2	$2.7M	Sell
2025 Q1	$2.5M	Sell
2024 Q4	$2.91M	Sell
2024 Q3	$2.92M	Sell
2024 Q2	$2.83M	Buy