UBS Group’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	$34K	Buy	299 +266	+806%	+$32K	﹤0.01%	7612
2025 Q4	$4K	Buy	33 +17	+106%	+$2.03K	﹤0.01%	8904
2025 Q3	$1.87K	Sell	16 -83	-84%	-$9.33K	﹤0.01%	9265
2025 Q2	$10.7K	Sell	99 -536	-84%	-$53.4K	﹤0.01%	8827
2025 Q1	$60.8K	Sell	635 -1,899	-75%	-$194K	﹤0.01%	7431
2024 Q4	$261K	Buy	2,534 +2,177	+610%	+$227K	﹤0.01%	6295
2024 Q3	$36.2K	Buy	+357	New	+$35K	﹤0.01%	7029
2024 Q1	–	Sell	-97	Closed	-$8.19K	–	9990
2023 Q4	$8.19K	Sell	97 -736	-88%	-$58K	﹤0.01%	7576
2023 Q3	$62.8K	Buy	+833	New	+$65.2K	﹤0.01%	6152
2023 Q2	–	Sell	-1,604	Closed	-$114K	–	9616
2023 Q1	$114K	Buy	+1,604	New	+$111K	﹤0.01%	5813
2022 Q1	–	Sell	-583	Closed	-$49K	–	10873
2021 Q4	$49K	Buy	+583	New	+$47.6K	﹤0.01%	6918
2021 Q2	–	Sell	-285	Closed	-$20K	–	9809
2021 Q1	$20K	Buy	285 +284	+28,400%	+$19.1K	﹤0.01%	7390
2020 Q4	$0	Sell	1 -199	-100%	-$12.2K	﹤0.01%	8741
2020 Q3	$12K	Sell	200 -858	-81%	-$49.4K	﹤0.01%	6710
2020 Q2	$57K	Buy	1,058 +858	+429%	+$43.9K	﹤0.01%	5750
2020 Q1	$9K	Hold	200	–	–	﹤0.01%	7014
2019 Q4	$11K	Hold	200	–	–	﹤0.01%	7245
2019 Q3	$10K	Buy	+200	New	+$10.2K	﹤0.01%	7173