United Capital Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

United Capital Financial Advisors’s Portfolio SUSL Stock Details SUSL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$546K	Buy
2023 Q3	–	Sell
2023 Q2	$774K	Sell
2023 Q1	$778K	Buy
2022 Q4	$656K	Sell
2022 Q3	$657K	Buy
2022 Q2	$703K	Buy