WealthPlan Investment Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

WealthPlan Investment Management’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	$748K	Sell
2025 Q2	$702K	Buy
2023 Q3	–	Sell
2023 Q2	$152K	Hold
2023 Q1	$140K	Buy