EverSource Wealth Advisors’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
Q2 | $482K | Sell |
4,445
-106
| -2% | -$11.5K | 0.02% | 466 |
|
|
2025
Q1 | $436K | Sell |
4,551
-419
| -8% | -$40.1K | 0.02% | 413 |
|
|
2024
Q4 | $512K | Sell |
4,970
-140
| -3% | -$14.4K | 0.03% | 363 |
|
|
2024
Q3 | $519K | Hold |
5,110
| – | – | 0.03% | 319 |
|
|
2024
Q2 | $499K | Hold |
5,110
| – | – | 0.03% | 316 |
|
|
2024
Q1 | $459K | Sell |
5,110
-83
| -2% | -$7.45K | 0.04% | 282 |
|
|
2023
Q4 | $438K | Hold |
5,193
| – | – | 0.04% | 263 |
|
|
2023
Q3 | $392K | Sell |
5,193
-597
| -10% | -$45K | 0.04% | 257 |
|
|
2023
Q2 | $448K | Hold |
5,790
| – | – | 0.05% | 243 |
|
|
2023
Q1 | $413K | Sell |
5,790
-325
| -5% | -$23.2K | 0.05% | 246 |
|
|
2022
Q4 | $405K | Buy |
6,115
+504
| +9% | +$33.4K | 0.06% | 227 |
|
|
2022
Q3 | $346K | Buy |
5,611
+1,590
| +40% | +$98K | 0.08% | 217 |
|
|
2022
Q2 | $267K | Sell |
4,021
-1,028
| -20% | -$68.3K | 0.07% | 225 |
|
|
2022
Q1 | $399K | Buy |
+5,049
| New | +$399K | 0.1% | 176 |
|