Corient Private Wealth’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 | $2.56M | Buy |
23,602
+457
| +2% | +$49.5K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $2.22M | Sell |
23,145
-1,822
| -7% | -$175K | ﹤0.01% | 937 |
|
|
2024
Q4 | $2.57M | Sell |
24,967
-1,567
| -6% | -$161K | ﹤0.01% | 905 |
|
|
2024
Q3 | $2.69M | Sell |
26,534
-207
| -0.8% | -$21K | ﹤0.01% | 945 |
|
|
2024
Q2 | $2.61M | Sell |
26,741
-1,882
| -7% | -$183K | ﹤0.01% | 914 |
|
|
2024
Q1 | $2.69M | Sell |
28,623
-1,086
| -4% | -$102K | ﹤0.01% | 901 |
|
|
2023
Q4 | $2.51M | Buy |
29,709
+401
| +1% | +$33.8K | ﹤0.01% | 903 |
|
|
2023
Q3 | $2.21M | Buy |
29,308
+1,013
| +4% | +$76.4K | 0.01% | 872 |
|
|
2023
Q2 | $2.19M | Buy |
28,295
+1,052
| +4% | +$81.4K | 0.01% | 865 |
|
|
2023
Q1 | $1.94M | Buy |
27,243
+6,140
| +29% | +$438K | 0.01% | 845 |
|
|
2022
Q4 | $1.4M | Buy |
+21,103
| New | +$1.4M | 0.01% | 810 |
|