WealthPlan Investment Management’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	$702K	Buy	+6,480	New	+$702K	0.05%	209
2023 Q3	–	Sell	-1,968	Closed	-$152K	–	331
2023 Q2	$152K	Hold	1,968	–	–	0.05%	138
2023 Q1	$140K	Buy	+1,968	New	+$140K	0.02%	179