Affinity Capital Advisors’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 | $1.15M | Sell |
10,581
-289
| -3% | -$31.3K | 0.2% | 64 |
|
|
2025
Q1 | $1M | Buy |
10,870
+3,780
| +53% | +$349K | 0.2% | 61 |
|
|
2024
Q4 | $735K | Sell |
7,090
-48
| -0.7% | -$4.98K | 0.14% | 75 |
|
|
2024
Q3 | $725K | Buy |
7,138
+2,861
| +67% | +$290K | 0.14% | 79 |
|
|
2024
Q2 | $417K | Buy |
4,277
+464
| +12% | +$45.2K | 0.09% | 103 |
|
|
2024
Q1 | $358K | Hold |
3,813
| – | – | 0.08% | 110 |
|
|
2023
Q4 | $322K | Sell |
3,813
-727
| -16% | -$61.3K | 0.08% | 107 |
|
|
2023
Q3 | $342K | Buy |
+4,540
| New | +$342K | 0.09% | 97 |
|