Beacon Financial Group’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 | $590K | Sell |
5,443
-363
| -6% | -$39.3K | 0.06% | 209 |
|
|
2025
Q1 | $556K | Sell |
5,806
-71
| -1% | -$6.8K | 0.06% | 205 |
|
|
2024
Q4 | $606K | Sell |
5,877
-13
| -0.2% | -$1.34K | 0.07% | 197 |
|
|
2024
Q3 | $598K | Hold |
5,890
| – | – | 0.06% | 200 |
|
|
2024
Q2 | $574K | Sell |
5,890
-298
| -5% | -$29K | 0.07% | 198 |
|
|
2024
Q1 | $581K | Sell |
6,188
-500
| -7% | -$46.9K | 0.07% | 202 |
|
|
2023
Q4 | $564K | Buy |
6,688
+49
| +0.7% | +$4.14K | 0.07% | 193 |
|
|
2023
Q3 | $529K | Hold |
6,639
| – | – | 0.08% | 173 |
|
|
2023
Q2 | $508K | Hold |
6,639
| – | – | 0.07% | 171 |
|
|
2023
Q1 | $572K | Sell |
6,639
-1,265
| -16% | -$109K | 0.08% | 170 |
|
|
2022
Q4 | $524K | Buy |
7,904
+540
| +7% | +$35.8K | 0.07% | 179 |
|
|
2022
Q3 | $461K | Buy |
+7,364
| New | +$461K | 0.07% | 186 |
|