Ancora 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 | $26.9K | Hold |
248
| – | – | ﹤0.01% | 1143 |
|
|
2025
Q1 | $23.8K | Sell |
248
-110
| -31% | -$10.5K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $36.9K | Sell |
358
-77
| -18% | -$7.93K | ﹤0.01% | 1057 |
|
|
2024
Q3 | $44.2K | Hold |
435
| – | – | ﹤0.01% | 996 |
|
|
2024
Q2 | $42.4K | Hold |
435
| – | – | ﹤0.01% | 965 |
|
|
2024
Q1 | $40.8K | Hold |
435
| – | – | ﹤0.01% | 977 |
|
|
2023
Q4 | $36.7K | Hold |
435
| – | – | ﹤0.01% | 993 |
|
|
2023
Q3 | $32.8K | Hold |
435
| – | – | ﹤0.01% | 989 |
|
|
2023
Q2 | $33.7K | Hold |
435
| – | – | ﹤0.01% | 981 |
|
|
2023
Q1 | $31K | Hold |
435
| – | – | ﹤0.01% | 994 |
|
|
2022
Q4 | $29K | Hold |
435
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q3 | $27K | Hold |
435
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q2 | $29K | Buy |
435
+10
| +2% | +$667 | ﹤0.01% | 1301 |
|
|
2022
Q1 | $34K | Hold |
425
| – | – | ﹤0.01% | 1372 |
|
|
2021
Q4 | $36K | Hold |
425
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q3 | $32K | Hold |
425
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q2 | $32K | Hold |
425
| – | – | ﹤0.01% | 1195 |
|
|
2021
Q1 | $29K | Hold |
425
| – | – | ﹤0.01% | 1179 |
|
|
2020
Q4 | $28K | Hold |
425
| – | – | ﹤0.01% | 982 |
|
|
2020
Q3 | $25K | Buy |
425
+200
| +89% | +$11.8K | ﹤0.01% | 957 |
|
|
2020
Q2 | $12K | Hold |
225
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q1 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 1143 |
|