Commonwealth Equity Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.91M | Sell |
51,996
-3,791
| -7% | -$456K | 0.01% | 1227 |
|
|
2025
Q4 | $6.77M | Sell |
55,787
-5,312
| -9% | -$635K | 0.01% | 1118 |
|
|
2025
Q3 | $7.15M | Buy |
61,099
+3,488
| +6% | +$392K | 0.01% | 1109 |
|
|
2025
Q2 | $6.24M | Buy |
57,611
+2,156
| +4% | +$215K | 0.01% | 1171 |
|
|
2025
Q1 | $5.31M | Sell |
55,455
-1,119
| -2% | -$114K | 0.01% | 1247 |
|
|
2024
Q4 | $5.83M | Sell |
56,574
-169
| -0.3% | -$17.6K | 0.01% | 1149 |
|
|
2024
Q3 | $5.76M | Sell |
56,743
-926
| -2% | -$90.9K | 0.01% | 1127 |
|
|
2024
Q2 | $5.62M | Buy |
57,669
+342
| +0.6% | +$32K | 0.01% | 1125 |
|
|
2024
Q1 | $5.38M | Buy |
57,327
+6,019
| +12% | +$536K | 0.01% | 1119 |
|
|
2023
Q4 | $4.33M | Buy |
51,308
+1,389
| +3% | +$109K | 0.01% | 1191 |
|
|
2023
Q3 | $3.76M | Sell |
49,919
-1,348
| -3% | -$106K | 0.01% | 1195 |
|
|
2023
Q2 | $3.97M | Buy |
51,267
+784
| +2% | +$57.2K | 0.01% | 1174 |
|
|
2023
Q1 | $3.6K | Sell |
50,483
-7,037
| -12% | -$487K | 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% | +$536K | 0.01% | 1126 |
|
|
2022
Q2 | $2.97M | Buy |
44,723
+17,715
| +66% | +$1.27M | 0.01% | 1185 |
|
|
2022
Q1 | $2.14M | Sell |
27,008
-3,705
| -12% | -$290K | ﹤0.01% | 1461 |
|
|
2021
Q4 | $2.59M | Buy |
30,713
+655
| +2% | +$53.5K | 0.01% | 1320 |
|
|
2021
Q3 | $2.27M | Buy |
30,058
+2,320
| +8% | +$180K | 0.01% | 1352 |
|
|
2021
Q2 | $2.08M | Buy |
27,738
+1,535
| +6% | +$112K | 0.01% | 1396 |
|
|
2021
Q1 | $1.81M | Buy |
26,203
+5,360
| +26% | +$360K | 0.01% | 1393 |
|
|
2020
Q4 | $1.35M | Buy |
20,843
+9,429
| +83% | +$579K | ﹤0.01% | 1465 |
|
|
2020
Q3 | $664K | Buy |
11,414
+689
| +6% | +$39.6K | ﹤0.01% | 1767 |
|
|
2020
Q2 | $580K | Buy |
+10,725
| New | +$549K | ﹤0.01% | 1783 |
|
Other funds holding SUSL
BOI
AF
EI
