Carson Wealth (CWM LLC)’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Buy |
850
+156
| +22% | +$16.9K | ﹤0.01% | 2800 |
|
|
2025
Q1 | $66K | Buy |
694
+409
| +144% | +$38.9K | ﹤0.01% | 2745 |
|
|
2024
Q4 | $29K | Buy |
285
+14
| +5% | +$1.43K | ﹤0.01% | 3205 |
|
|
2024
Q3 | $28K | Sell |
271
-2
| -0.7% | -$207 | ﹤0.01% | 3155 |
|
|
2024
Q2 | $27K | Buy |
+273
| New | +$27K | ﹤0.01% | 2925 |
|