Envestnet Asset Management’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 | $74.6M | Sell |
688,104
-8,797
| -1% | -$953K | 0.02% | 596 |
|
|
2025
Q1 | $66.8M | Sell |
696,901
-118,787
| -15% | -$11.4M | 0.02% | 603 |
|
|
2024
Q4 | $84M | Buy |
815,688
+42,467
| +5% | +$4.38M | 0.03% | 521 |
|
|
2024
Q3 | $78.5M | Buy |
773,221
+100,834
| +15% | +$10.2M | 0.03% | 559 |
|
|
2024
Q2 | $65.5M | Buy |
672,387
+76,347
| +13% | +$7.44M | 0.02% | 571 |
|
|
2024
Q1 | $55.9M | Buy |
596,040
+56,239
| +10% | +$5.28M | 0.02% | 620 |
|
|
2023
Q4 | $45.5M | Buy |
539,801
+103,187
| +24% | +$8.71M | 0.02% | 647 |
|
|
2023
Q3 | $32.9M | Buy |
436,614
+90,091
| +26% | +$6.79M | 0.02% | 741 |
|
|
2023
Q2 | $26.8M | Buy |
346,523
+94,862
| +38% | +$7.34M | 0.01% | 789 |
|
|
2023
Q1 | $17.9M | Sell |
251,661
-309,542
| -55% | -$22.1M | 0.01% | 945 |
|
|
2022
Q4 | $37.2M | Buy |
561,203
+419,782
| +297% | +$27.8M | 0.02% | 568 |
|
|
2022
Q3 | $8.73M | Buy |
141,421
+66,445
| +89% | +$4.1M | 0.01% | 1198 |
|
|
2022
Q2 | $4.98M | Buy |
74,976
+62,348
| +494% | +$4.14M | ﹤0.01% | 1522 |
|
|
2022
Q1 | $1M | Buy |
12,628
+4,600
| +57% | +$364K | ﹤0.01% | 2667 |
|
|
2021
Q4 | $677K | Buy |
+8,028
| New | +$677K | ﹤0.01% | 2882 |
|