Zhang Financial’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	–	Sell	-11,342	Closed	-$1.09M	–	311
2025 Q1	$1.09M	Sell	11,342 -94	-0.8%	-$9.01K	0.06%	152
2024 Q4	$1.18M	Buy	11,436 +1	+0%	+$103	0.07%	138
2024 Q3	$1.16M	Buy	+11,435	New	+$1.16M	0.07%	137