CAPTRUST 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
Q2 | $530K | Hold |
|
|||||
|
2025
Q1 | $469K | Buy |
|
|||||
|
2024
Q4 | $499K | Sell |
|
|||||
|
2024
Q3 | $618K | Sell |
|
|||||
|
2024
Q2 | $615K | Sell |
|
|||||
|
2024
Q1 | $647K | Sell |
|
|||||
|
2023
Q4 | $640K | Sell |
|
|||||
|
2023
Q3 | $604K | Sell |
|
|||||
|
2023
Q2 | $973K | Sell |
|
|||||
|
2023
Q1 | $1.16M | Buy |
|
|||||
|
2022
Q4 | $1.04M | Buy |
|
|||||
|
2022
Q3 | $563K | Buy |
|
|||||
|
2022
Q2 | $583K | Buy |
|
|||||
|
2022
Q1 | $681K | Buy |
|
|||||
|
2021
Q4 | $646K | Buy |
|
|||||
|
2021
Q3 | $564K | Sell |
|
|||||
|
2021
Q2 | $575K | Buy |
|
|||||
|
2021
Q1 | $397K | Buy |
|