Detalus Advisors’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
2023
Q3
Sell
-4,543
Closed -$352K 153
2023
Q2
$352K Sell
4,543
-2,987
-40% -$231K 0.16% 92
2023
Q1
$537K Buy
+7,530
New +$537K 0.26% 71