Avantax Advisory Services’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 | $886K | Buy |
8,180
+269
| +3% | +$29.1K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $758K | Hold |
7,911
| – | – | ﹤0.01% | 1243 |
|
|
2024
Q4 | $815K | Sell |
7,911
-74
| -0.9% | -$7.63K | 0.01% | 1144 |
|
|
2024
Q3 | $811K | Sell |
7,985
-476
| -6% | -$48.3K | 0.01% | 1130 |
|
|
2024
Q2 | $824K | Buy |
8,461
+213
| +3% | +$20.8K | 0.01% | 1083 |
|
|
2024
Q1 | $774K | Hold |
8,248
| – | – | 0.01% | 852 |
|
|
2023
Q4 | $696K | Hold |
8,248
| – | – | 0.01% | 856 |
|
|
2023
Q3 | $622K | Buy |
+8,248
| New | +$622K | 0.01% | 858 |
|
|
2023
Q1 | – | Sell |
-3,733
| Closed | -$248K | – | 1536 |
|
|
2022
Q4 | $248K | Buy |
+3,733
| New | +$248K | ﹤0.01% | 1205 |
|