Cherry Tree Wealth Management’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 | $10.6K | Hold |
98
| – | – | ﹤0.01% | 404 |
|
|
2025
Q1 | $9.39K | Hold |
98
| – | – | ﹤0.01% | 434 |
|
|
2024
Q4 | $10.1K | Hold |
98
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $9.95K | Hold |
98
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $9.55K | Hold |
98
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $9.2K | Hold |
98
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $8.27K | Hold |
98
| – | – | ﹤0.01% | 379 |
|
|
2023
Q3 | $7.39K | Hold |
98
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $7.59K | Buy |
+98
| New | +$7.59K | ﹤0.01% | 366 |
|