EverSource Wealth Advisors’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
Q2 | $482K | Sell |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $519K | Hold |
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|
2024
Q2 | $499K | Hold |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $448K | Hold |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $399K | Buy |
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