Apexium Financial’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 | $489K | Buy |
4,509
+1,163
| +35% | +$126K | 0.03% | 185 |
|
|
2025
Q1 | $321K | Buy |
3,346
+15
| +0.5% | +$1.44K | 0.02% | 216 |
|
|
2024
Q4 | $343K | Buy |
3,331
+63
| +2% | +$6.49K | 0.02% | 196 |
|
|
2024
Q3 | $332K | Buy |
3,268
+6
| +0.2% | +$609 | 0.02% | 179 |
|
|
2024
Q2 | $318K | Buy |
3,262
+490
| +18% | +$47.7K | 0.02% | 173 |
|
|
2024
Q1 | $260K | Hold |
2,772
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $234K | Buy |
+2,772
| New | +$234K | 0.02% | 239 |
|