CreativeOne 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 | $358K | Sell |
3,301
-338
| -9% | -$36.6K | 0.01% | 865 |
|
|
2025
Q1 | $349K | Buy |
3,639
+81
| +2% | +$7.76K | 0.01% | 812 |
|
|
2024
Q4 | $367K | Sell |
3,558
-1,091
| -23% | -$112K | 0.01% | 800 |
|
|
2024
Q3 | $472K | Buy |
4,649
+329
| +8% | +$33.4K | 0.02% | 643 |
|
|
2024
Q2 | $421K | Sell |
4,320
-325
| -7% | -$31.7K | 0.02% | 521 |
|
|
2024
Q1 | $436K | Sell |
4,645
-1,197
| -20% | -$112K | 0.02% | 605 |
|
|
2023
Q4 | $493K | Sell |
5,842
-674
| -10% | -$56.9K | 0.03% | 378 |
|
|
2023
Q3 | $491K | Buy |
+6,516
| New | +$491K | 0.04% | 341 |
|