Sweeney & Michel’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Sweeney & Michel’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 Q3	$432K	Sell
2025 Q2	$421K	Buy
2025 Q1	$325K	Buy
2024 Q3	$393K	Buy
2024 Q2	$367K	Buy
2024 Q1	$324K	Buy
2023 Q3	$341K	Sell
2023 Q2	$460K	Sell
2023 Q1	$450K	Buy