AGF Management’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 | $390K | Sell |
3,600
-600
| -14% | -$65K | ﹤0.01% | 600 |
|
|
2025
Q1 | $402K | Sell |
4,200
-300
| -7% | -$28.7K | ﹤0.01% | 619 |
|
|
2024
Q4 | $464K | Sell |
4,500
-200
| -4% | -$20.6K | ﹤0.01% | 638 |
|
|
2024
Q3 | $477K | Buy |
4,700
+300
| +7% | +$30.5K | ﹤0.01% | 631 |
|
|
2024
Q2 | $429K | Sell |
4,400
-700
| -14% | -$68.2K | ﹤0.01% | 645 |
|
|
2024
Q1 | $479K | Hold |
5,100
| – | – | ﹤0.01% | 635 |
|
|
2023
Q4 | $430K | Buy |
5,100
+1,300
| +34% | +$110K | ﹤0.01% | 652 |
|
|
2023
Q3 | $287K | Sell |
3,800
-1,700
| -31% | -$128K | ﹤0.01% | 697 |
|
|
2023
Q2 | $426K | Sell |
5,500
-1,400
| -20% | -$108K | ﹤0.01% | 618 |
|
|
2023
Q1 | $492K | Sell |
6,900
-100
| -1% | -$7.13K | ﹤0.01% | 666 |
|
|
2022
Q4 | $464K | Buy |
+7,000
| New | +$464K | ﹤0.01% | 690 |
|