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Vested Financial Planning’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Vested Financial Planning’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$427K Hold
3,940
– – 0.38% 21
2025
Q1 		$378K Sell
3,940
-1,229
-24% -$118K 0.38% 19
2024
Q4 		$533K Buy
+5,169
New +$533K 0.5% 17