Aptus 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 | $4.6M | Sell |
42,460
-60
| -0.1% | -$6.5K | 0.04% | 296 |
|
|
2025
Q1 | $4.07M | Sell |
42,520
-1,006
| -2% | -$96.4K | 0.04% | 302 |
|
|
2024
Q4 | $4.48M | Sell |
43,526
-270
| -0.6% | -$27.8K | 0.05% | 276 |
|
|
2024
Q3 | $4.45M | Buy |
43,796
+1,420
| +3% | +$144K | 0.07% | 220 |
|
|
2024
Q2 | $4.13M | Sell |
42,376
-138
| -0.3% | -$13.4K | 0.07% | 201 |
|
|
2024
Q1 | $3.99M | Buy |
+42,514
| New | +$3.99M | 0.07% | 196 |
|
|
2023
Q2 | – | Sell |
-33
| Closed | -$2.35K | – | 845 |
|
|
2023
Q1 | $2.35K | Buy |
+33
| New | +$2.35K | ﹤0.01% | 751 |
|