Stonebridge Financial Planning Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,229	Closed	-$546K	–	129
2022 Q4	$546K	Buy	8,229 +34	+0.4%	+$2.25K	0.36%	73
2022 Q3	$506K	Buy	+8,195	New	+$506K	0.35%	76