Steward Partners Investment Advisory’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	$1.86M	Hold	16,387	–	–	0.01%	887
2025 Q4	$1.99M	Hold	16,387	–	–	0.01%	785
2025 Q3	$1.92M	Hold	16,387	–	–	0.01%	790
2025 Q2	$1.78M	Hold	16,387	–	–	0.01%	753
2025 Q1	$1.57M	Hold	16,387	–	–	0.01%	744
2024 Q4	$1.69M	Hold	16,387	–	–	0.02%	692
2024 Q3	$1.66M	Hold	16,387	–	–	0.02%	686
2024 Q2	$1.6M	Hold	16,387	–	–	0.02%	655
2024 Q1	$1.54M	Hold	16,387	–	–	0.02%	659
2023 Q4	$1.38M	Hold	16,387	–	–	0.02%	618
2023 Q3	$1.24M	Hold	16,387	–	–	0.02%	606
2023 Q2	$1.27M	Hold	16,387	–	–	0.02%	622
2023 Q1	$1.17M	Sell	16,387 -3,576	-18%	-$248K	0.02%	646
2022 Q4	$1.32M	Hold	19,963	–	–	0.02%	575
2022 Q3	$1.23M	Hold	19,963	–	–	0.02%	558
2022 Q2	$1.32M	Hold	19,963	–	–	0.02%	555
2022 Q1	$1.58M	Buy	19,963 +2,575	+15%	+$201K	0.02%	555
2021 Q4	$1.47M	Hold	17,388	–	–	0.02%	584
2021 Q3	$1.31M	Buy	17,388 +8,396	+93%	+$652K	0.02%	576
2021 Q2	$675K	Buy	+8,992	New	+$656K	0.01%	825