Shared Vision Wealth Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Shared Vision Wealth Group’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	$499K	Sell
2025 Q1	$430K	Sell
2024 Q4	$525K	Hold
2024 Q3	$518K	Hold
2024 Q2	$497K	Sell
2024 Q1	$562K	Sell
2023 Q4	$508K	Buy