Bluestem Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.76M | Sell |
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|
2025
Q2 | $5.37M | Sell |
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|
2025
Q1 | $4.98M | Buy |
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|
2024
Q4 | $5.34M | Buy |
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|
2024
Q3 | $5.13M | Buy |
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|
2024
Q2 | $3.78M | Sell |
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|
2024
Q1 | $3.68M | Sell |
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|
2023
Q4 | $3.34M | Sell |
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|
2023
Q3 | $3.06M | Buy |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $2.93M | Buy |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.77M | Sell |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $441K | Buy |
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|
2020
Q2 | $267K | Buy |
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