Brookstone Capital 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 | $1.98M | Sell |
18,312
-1,328
| -7% | -$144K | 0.03% | 419 |
|
|
2025
Q1 | $1.88M | Sell |
19,640
-2,906
| -13% | -$278K | 0.03% | 420 |
|
|
2024
Q4 | $2.32M | Buy |
22,546
+79
| +0.4% | +$8.14K | 0.03% | 361 |
|
|
2024
Q3 | $2.28M | Buy |
22,467
+162
| +0.7% | +$16.4K | 0.03% | 357 |
|
|
2024
Q2 | $2.21M | Sell |
22,305
-574
| -3% | -$56.9K | 0.04% | 354 |
|
|
2024
Q1 | $2.15M | Sell |
22,879
-1,358
| -6% | -$127K | 0.04% | 342 |
|
|
2023
Q4 | $2.05M | Sell |
24,237
-2,052
| -8% | -$173K | 0.04% | 322 |
|
|
2023
Q3 | $1.97M | Sell |
26,289
-3,340
| -11% | -$250K | 0.04% | 312 |
|
|
2023
Q2 | $2.27M | Sell |
29,629
-692
| -2% | -$53K | 0.05% | 292 |
|
|
2023
Q1 | $2.17M | Sell |
30,321
-2,569
| -8% | -$184K | 0.04% | 309 |
|
|
2022
Q4 | $2.2M | Sell |
32,890
-18,616
| -36% | -$1.25M | 0.04% | 292 |
|
|
2022
Q3 | $3.16M | Sell |
51,506
-13,255
| -20% | -$813K | 0.07% | 215 |
|
|
2022
Q2 | $4.43M | Sell |
64,761
-5,005
| -7% | -$342K | 0.1% | 188 |
|
|
2022
Q1 | $5.34M | Buy |
69,766
+31
| +0% | +$2.37K | 0.1% | 182 |
|
|
2021
Q4 | $5.72M | Buy |
69,735
+7,406
| +12% | +$607K | 0.1% | 166 |
|
|
2021
Q3 | $4.81M | Buy |
62,329
+3,845
| +7% | +$297K | 0.09% | 186 |
|
|
2021
Q2 | $4.46M | Buy |
58,484
+17,739
| +44% | +$1.35M | 0.08% | 190 |
|
|
2021
Q1 | $2.82M | Buy |
40,745
+10,926
| +37% | +$757K | 0.11% | 153 |
|
|
2020
Q4 | $1.94M | Buy |
29,819
+7,967
| +36% | +$518K | 0.08% | 177 |
|
|
2020
Q3 | $1.27M | Buy |
21,852
+2,407
| +12% | +$140K | 0.06% | 188 |
|
|
2020
Q2 | $1.05M | Buy |
+19,445
| New | +$1.05M | 0.07% | 167 |
|