AWM
Aries Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Hold |
5,976
| – | – | 0.17% | 117 |
|
|
2025
Q1 | $573K | Hold |
5,976
| – | – | 0.16% | 123 |
|
|
2024
Q4 | $616K | Hold |
5,976
| – | – | 0.17% | 124 |
|
|
2024
Q3 | $607K | Hold |
5,976
| – | – | 0.17% | 121 |
|
|
2024
Q2 | $582K | Hold |
5,976
| – | – | 0.18% | 110 |
|
|
2024
Q1 | $561K | Buy |
+5,976
| New | +$561K | 0.18% | 118 |
|
|
2022
Q2 | – | Sell |
-4,428
| Closed | -$351K | – | 232 |
|
|
2022
Q1 | $351K | Buy |
+4,428
| New | +$351K | 0.15% | 60 |
|