Commonwealth Equity 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
$6.24M Buy
57,611
+2,156
+4% +$234K 0.01% 1171
2025
Q1
$5.31M Sell
55,455
-1,119
-2% -$107K 0.01% 1247
2024
Q4
$5.83M Sell
56,574
-169
-0.3% -$17.4K 0.01% 1149
2024
Q3
$5.76M Sell
56,743
-926
-2% -$94K 0.01% 1127
2024
Q2
$5.62M Buy
57,669
+342
+0.6% +$33.3K 0.01% 1125
2024
Q1
$5.38M Buy
57,327
+6,019
+12% +$565K 0.01% 1119
2023
Q4
$4.33M Buy
51,308
+1,389
+3% +$117K 0.01% 1191
2023
Q3
$3.76M Sell
49,919
-1,348
-3% -$102K 0.01% 1195
2023
Q2
$3.97M Buy
51,267
+784
+2% +$60.7K 0.01% 1174
2023
Q1
$3.6K Sell
50,483
-7,037
-12% -$501 0.01% 1197
2022
Q4
$3.81M Buy
57,520
+5,026
+10% +$333K 0.01% 1115
2022
Q3
$3.24M Buy
52,494
+7,771
+17% +$480K 0.01% 1126
2022
Q2
$2.97M Buy
44,723
+17,715
+66% +$1.18M 0.01% 1185
2022
Q1
$2.14M Sell
27,008
-3,705
-12% -$293K ﹤0.01% 1461
2021
Q4
$2.59M Buy
30,713
+655
+2% +$55.3K 0.01% 1320
2021
Q3
$2.27M Buy
30,058
+2,320
+8% +$175K 0.01% 1352
2021
Q2
$2.08M Buy
27,738
+1,535
+6% +$115K 0.01% 1396
2021
Q1
$1.82M Buy
26,203
+5,360
+26% +$371K 0.01% 1393
2020
Q4
$1.35M Buy
20,843
+9,429
+83% +$612K ﹤0.01% 1465
2020
Q3
$664K Buy
11,414
+689
+6% +$40.1K ﹤0.01% 1767
2020
Q2
$580K Buy
+10,725
New +$580K ﹤0.01% 1783