CFS Investment Advisory Services’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 | $1.76M | Buy |
16,194
+118
| +0.7% | +$12.8K | 0.14% | 124 |
|
|
2025
Q1 | $1.54M | Sell |
16,076
-1,076
| -6% | -$103K | 0.14% | 129 |
|
|
2024
Q4 | $1.77M | Sell |
17,152
-552
| -3% | -$56.9K | 0.16% | 117 |
|
|
2024
Q3 | $1.8M | Buy |
17,704
+332
| +2% | +$33.7K | 0.15% | 113 |
|
|
2024
Q2 | $1.69M | Buy |
17,372
+84
| +0.5% | +$8.19K | 0.14% | 104 |
|
|
2024
Q1 | $1.62M | Sell |
17,288
-655
| -4% | -$61.5K | 0.27% | 61 |
|
|
2023
Q4 | $1.51M | Sell |
17,943
-191
| -1% | -$16.1K | 0.27% | 57 |
|
|
2023
Q3 | $1.37M | Sell |
18,134
-1,185
| -6% | -$89.3K | 0.22% | 76 |
|
|
2023
Q2 | $1.5M | Sell |
19,319
-284
| -1% | -$22K | 0.19% | 95 |
|
|
2023
Q1 | $1.4M | Sell |
19,603
-2,918
| -13% | -$208K | 0.25% | 61 |
|
|
2022
Q4 | $1.49M | Sell |
22,521
-1,433,762
| -98% | -$95M | 0.34% | 46 |
|
|
2022
Q3 | $1.46M | Buy |
1,456,283
+1,423,380
| +4,326% | +$1.42M | 0.33% | 45 |
|
|
2022
Q2 | $2.18M | Sell |
32,903
-1,339,856
| -98% | -$88.9M | 0.33% | 59 |
|
|
2022
Q1 | $17K | Buy |
1,372,759
+1,363,577
| +14,851% | +$16.9K | 0.07% | 126 |
|
|
2021
Q4 | $726K | Buy |
+9,182
| New | +$726K | 0.1% | 150 |
|