Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.28M | Buy |
20,762
+1,012
| +5% | +$62.5K | 0.08% | 99 |
|
|
2022
Q2 | $1.31M | Buy |
19,750
+1,945
| +11% | +$129K | 0.08% | 100 |
|
|
2022
Q1 | $1.41M | Buy |
17,805
+1,898
| +12% | +$150K | 0.1% | 96 |
|
|
2021
Q4 | $1.34M | Buy |
15,907
+7,274
| +84% | +$614K | 0.09% | 103 |
|
|
2021
Q3 | $652K | Buy |
8,633
+1,457
| +20% | +$110K | 0.05% | 168 |
|
|
2021
Q2 | $539K | Buy |
+7,176
| New | +$539K | 0.04% | 179 |
|