Creative Planning’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 | $23.6M | Sell |
217,973
-7,382
| -3% | -$800K | 0.02% | 302 |
|
|
2025
Q1 | $21.6M | Buy |
225,355
+13,589
| +6% | +$1.3M | 0.02% | 306 |
|
|
2024
Q4 | $21.8M | Sell |
211,766
-1,729
| -0.8% | -$178K | 0.02% | 277 |
|
|
2024
Q3 | $21.7M | Sell |
213,495
-662
| -0.3% | -$67.2K | 0.02% | 268 |
|
|
2024
Q2 | $20.9M | Sell |
214,157
-712
| -0.3% | -$69.4K | 0.02% | 259 |
|
|
2024
Q1 | $20.2M | Sell |
214,869
-11,538
| -5% | -$1.08M | 0.02% | 263 |
|
|
2023
Q4 | $19.1M | Sell |
226,407
-8,573
| -4% | -$723K | 0.04% | 244 |
|
|
2023
Q3 | $17.7M | Buy |
234,980
+7,783
| +3% | +$587K | 0.02% | 257 |
|
|
2023
Q2 | $17.6M | Sell |
227,197
-3,520
| -2% | -$273K | 0.02% | 246 |
|
|
2023
Q1 | $16.4M | Buy |
230,717
+40,999
| +22% | +$2.92M | 0.02% | 246 |
|
|
2022
Q4 | $12.6M | Sell |
189,718
-53,116
| -22% | -$3.52M | 0.02% | 288 |
|
|
2022
Q3 | $15M | Buy |
242,834
+136,627
| +129% | +$8.44M | 0.03% | 226 |
|
|
2022
Q2 | $7.05M | Buy |
106,207
+9,316
| +10% | +$618K | 0.01% | 379 |
|
|
2022
Q1 | $7.67M | Buy |
96,891
+72,557
| +298% | +$5.75M | 0.01% | 365 |
|
|
2021
Q4 | $2.05M | Buy |
+24,334
| New | +$2.05M | ﹤0.01% | 682 |
|
|
2021
Q1 | – | Sell |
-4,412
| Closed | -$287K | – | 2398 |
|
|
2020
Q4 | $287K | Buy |
+4,412
| New | +$287K | ﹤0.01% | 1630 |
|