Advisory Services Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $169K | Buy |
+1,489
| New | +$179K | ﹤0.01% | 1910 |
|
|
2025
Q4 | – | Sell |
-1,406
| Closed | -$165K | – | 3974 |
|
|
2025
Q3 | $165K | Buy |
+1,406
| New | +$158K | ﹤0.01% | 1788 |
|
|
2025
Q1 | – | Sell |
-2,127
| Closed | -$219K | – | 1725 |
|
|
2024
Q4 | $219K | Sell |
2,127
-148
| -7% | -$15.4K | ﹤0.01% | 1441 |
|
|
2024
Q3 | $222K | Hold |
2,275
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q2 | $222K | Sell |
2,275
-1,073
| -32% | -$100K | ﹤0.01% | 1337 |
|
|
2024
Q1 | $314K | Sell |
3,348
-278
| -8% | -$24.8K | 0.01% | 1133 |
|
|
2023
Q4 | $306K | Buy |
3,626
+174
| +5% | +$13.7K | 0.01% | 1086 |
|
|
2023
Q3 | $260K | Sell |
3,452
-100
| -3% | -$7.83K | 0.01% | 1198 |
|
|
2023
Q2 | $275K | Sell |
3,552
-1,447
| -29% | -$106K | 0.01% | 1156 |
|
|
2023
Q1 | $356K | Sell |
4,999
-148
| -3% | -$10.3K | 0.01% | 1061 |
|
|
2022
Q4 | $341K | Buy |
5,147
+73
| +1% | +$4.84K | 0.01% | 1025 |
|
|
2022
Q3 | $314K | Sell |
5,074
-7,408
| -59% | -$511K | 0.01% | 1004 |
|
|
2022
Q2 | $829K | Buy |
12,482
+1,227
| +11% | +$87.8K | 0.03% | 631 |
|
|
2022
Q1 | $892K | Buy |
+11,255
| New | +$879K | 0.03% | 662 |
|
|
2021
Q3 | – | Sell |
-1,344
| Closed | -$101K | – | 3028 |
|
|
2021
Q2 | $101K | Buy |
+1,344
| New | +$98K | ﹤0.01% | 1609 |
|
|
2021
Q1 | – | Sell |
-1,464
| Closed | -$95K | – | 2964 |
|
|
2020
Q4 | $95K | Buy |
1,464
+166
| +13% | +$10.2K | ﹤0.01% | 1354 |
|
|
2020
Q3 | $75K | Buy |
+1,298
| New | +$74.7K | ﹤0.01% | 1383 |
|
|
2020
Q2 | – | Sell |
-376
| Closed | -$17K | – | 2567 |
|
|
2020
Q1 | $17K | Buy |
+376
| New | +$20K | ﹤0.01% | 1965 |
|
Other funds holding SUSL
BOI
AF
EI
