Cerity Partners’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 | $308K | Sell |
2,845
-1,129
| -28% | -$122K | ﹤0.01% | 2142 |
|
|
2025
Q1 | $381K | Hold |
3,974
| – | – | ﹤0.01% | 1898 |
|
|
2024
Q4 | $409K | Buy |
3,974
+1,129
| +40% | +$116K | ﹤0.01% | 1883 |
|
|
2024
Q3 | $289K | Sell |
2,845
-65
| -2% | -$6.6K | ﹤0.01% | 2089 |
|
|
2024
Q2 | $284K | Hold |
2,910
| – | – | ﹤0.01% | 1853 |
|
|
2024
Q1 | $273K | Hold |
2,910
| – | – | ﹤0.01% | 1916 |
|
|
2023
Q4 | $246K | Buy |
+2,910
| New | +$246K | ﹤0.01% | 1617 |
|