55I LLC’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$55.2M Buy
2022
Q2
$59.1M Buy
2022
Q1
$37.9M Buy
2021
Q4
$5.2M Buy
2021
Q3
$2.99M Buy
2021
Q2
$2.71M Sell
2021
Q1
$2.6M Buy
2020
Q4
$2.32M Sell
2020
Q3
$11.1M Sell
2020
Q2
$10.8M Sell
2020
Q1
$12.7M Buy