Veridan Wealth’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
Q1
$307K Sell
3,203
-653
-17% -$62.6K 0.14% 65
2024
Q4
$400K Buy
+3,856
New +$400K 0.19% 59
2024
Q2
$338K Buy
+3,117
New +$338K 0.14% 65