Dynamic Advisor Solutions’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,956
| Closed | -$305K | – | 876 |
|
|
2024
Q4 | $305K | Sell |
2,956
-79
| -3% | -$8.14K | 0.01% | 531 |
|
|
2024
Q3 | $308K | Buy |
+3,035
| New | +$308K | 0.01% | 742 |
|
|
2024
Q2 | – | Sell |
-2,631
| Closed | -$247K | – | 987 |
|
|
2024
Q1 | $247K | Hold |
2,631
| – | – | 0.01% | 808 |
|
|
2023
Q4 | $218K | Buy |
+2,631
| New | +$218K | 0.01% | 812 |
|
|
2022
Q3 | – | Sell |
-6,844
| Closed | -$454K | – | 736 |
|
|
2022
Q2 | $454K | Sell |
6,844
-234
| -3% | -$15.5K | 0.03% | 421 |
|
|
2022
Q1 | $560K | Sell |
7,078
-1,197
| -14% | -$94.7K | 0.04% | 417 |
|
|
2021
Q4 | $698K | Sell |
8,275
-1,331
| -14% | -$112K | 0.05% | 352 |
|
|
2021
Q3 | $725K | Buy |
9,606
+352
| +4% | +$26.6K | 0.05% | 359 |
|
|
2021
Q2 | $695K | Buy |
9,254
+1,310
| +16% | +$98.4K | 0.06% | 354 |
|
|
2021
Q1 | $550K | Buy |
7,944
+2,456
| +45% | +$170K | 0.05% | 354 |
|
|
2020
Q4 | $356K | Buy |
+5,488
| New | +$356K | 0.03% | 452 |
|