Dynamic Advisor Solutions’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
Q1 | – | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $698K | Sell |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $550K | Buy |
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|
2020
Q4 | $356K | Buy |
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