Wealthspire Advisors (New York)’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	$1.3M	Buy	12,019 +15	+0.1%	+$1.63K	0.01%	338
2025 Q1	$1.15M	Buy	12,004 +16	+0.1%	+$1.53K	0.01%	354
2024 Q4	$1.24M	Sell	11,988 -11,951	-50%	-$1.23M	0.01%	330
2024 Q3	$2.43M	Buy	+23,939	New	+$2.43M	0.02%	217