Walkner Condon Financial Advisors’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 Q2	$2.08M	Sell	19,217 -257	-1%	-$27.8K	0.38%	62
2025 Q1	$1.87M	Buy	19,474 +1,555	+9%	+$149K	0.38%	63
2024 Q4	$1.85M	Buy	17,919 +3,003	+20%	+$309K	0.38%	63
2024 Q3	$1.51M	Buy	+14,916	New	+$1.51M	0.31%	71