Cambridge Investment Research Advisors’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 | $1.05M | Sell |
9,718
-558
| -5% | -$60.5K | ﹤0.01% | 1902 |
|
|
2025
Q1 | $985K | Sell |
10,276
-19,194
| -65% | -$1.84M | ﹤0.01% | 1878 |
|
|
2024
Q4 | $3.04M | Buy |
29,470
+1,118
| +4% | +$115K | 0.01% | 1086 |
|
|
2024
Q3 | $2.88M | Buy |
28,352
+4
| +0% | +$406 | 0.01% | 1102 |
|
|
2024
Q2 | $2.76M | Sell |
28,348
-65
| -0.2% | -$6.33K | 0.01% | 1082 |
|
|
2024
Q1 | $2.67M | Buy |
28,413
+24,408
| +609% | +$2.29M | 0.01% | 1093 |
|
|
2023
Q4 | $338K | Buy |
4,005
+47
| +1% | +$3.97K | ﹤0.01% | 2510 |
|
|
2023
Q3 | $298K | Sell |
3,958
-944
| -19% | -$71.1K | ﹤0.01% | 2499 |
|
|
2023
Q2 | $379K | Sell |
4,902
-28
| -0.6% | -$2.17K | ﹤0.01% | 2348 |
|
|
2023
Q1 | $351K | Sell |
4,930
-95
| -2% | -$6.76K | ﹤0.01% | 2349 |
|
|
2022
Q4 | $333K | Sell |
5,025
-905
| -15% | -$60K | ﹤0.01% | 2353 |
|
|
2022
Q3 | $366K | Sell |
5,930
-26
| -0.4% | -$1.61K | ﹤0.01% | 2207 |
|
|
2022
Q2 | $395K | Sell |
5,956
-1,580
| -21% | -$105K | ﹤0.01% | 2146 |
|
|
2022
Q1 | $597K | Buy |
7,536
+328
| +5% | +$26K | ﹤0.01% | 1959 |
|
|
2021
Q4 | $608K | Buy |
7,208
+418
| +6% | +$35.3K | ﹤0.01% | 1951 |
|
|
2021
Q3 | $513K | Sell |
6,790
-1,549
| -19% | -$117K | ﹤0.01% | 2036 |
|
|
2021
Q2 | $626K | Sell |
8,339
-21,249
| -72% | -$1.6M | ﹤0.01% | 1882 |
|
|
2021
Q1 | $2.05M | Buy |
29,588
+1,609
| +6% | +$111K | 0.01% | 995 |
|
|
2020
Q4 | $1.82M | Buy |
27,979
+1,880
| +7% | +$122K | 0.01% | 969 |
|
|
2020
Q3 | $1.52M | Buy |
26,099
+4,798
| +23% | +$279K | 0.01% | 953 |
|
|
2020
Q2 | $1.15M | Buy |
+21,301
| New | +$1.15M | 0.01% | 1043 |
|