Diversified Trust’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
Q3 | $235K | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $336K | Sell |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $280K | Buy |
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