BMD
Better Money Decisions’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 | $305K | Buy |
2,812
+7
| +0.2% | +$758 | 0.19% | 64 |
|
|
2025
Q1 | $269K | Buy |
2,805
+8
| +0.3% | +$766 | 0.18% | 63 |
|
|
2024
Q4 | $288K | Sell |
2,797
-383
| -12% | -$39.5K | 0.2% | 57 |
|
|
2024
Q3 | $323K | Sell |
3,180
-786
| -20% | -$79.8K | 0.23% | 51 |
|
|
2024
Q2 | $386K | Buy |
3,966
+9
| +0.2% | +$877 | 0.29% | 45 |
|
|
2024
Q1 | $371K | Buy |
+3,957
| New | +$371K | 0.29% | 46 |
|