Triad Wealth Partners’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
2025 Q2	$222K	Buy	+2,050	New	+$222K	0.04%	266
2025 Q1	–	Sell	-2,050	Closed	-$211K	–	223
2024 Q4	$211K	Buy	+2,050	New	+$211K	0.08%	168