Values Added Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Values Added Financial’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	$1.82M	Hold
2025 Q2	$1.68M	Hold
2025 Q1	$1.49M	Buy
2024 Q4	$1.56M	Buy
2024 Q3	$1.26M	Buy
2024 Q2	$1.2M	Buy
2024 Q1	$996K	Hold
2023 Q4	$895K	Buy
2023 Q3	$485K	Buy
2023 Q2	$496K	Buy