BOS Asset Management’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 | $311K | Hold |
2,872
| – | – | 0.1% | 132 |
|
|
2025
Q1 | $275K | Hold |
2,872
| – | – | 0.09% | 133 |
|
|
2024
Q4 | $296K | Hold |
2,872
| – | – | 0.11% | 120 |
|
|
2024
Q3 | $292K | Hold |
2,872
| – | – | 0.11% | 119 |
|
|
2024
Q2 | $280K | Hold |
2,872
| – | – | 0.13% | 119 |
|
|
2024
Q1 | $270K | Hold |
2,872
| – | – | 0.14% | 121 |
|
|
2023
Q4 | $242K | Hold |
2,872
| – | – | 0.17% | 129 |
|
|
2023
Q3 | $217K | Buy |
+2,872
| New | +$217K | 0.16% | 132 |
|