Corient Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.69M | Sell |
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|
2024
Q2 | $2.61M | Sell |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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