Farther Finance Advisors’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 | $1.51M | Sell |
13,927
-1,222
| -8% | -$132K | 0.03% | 452 |
|
|
2025
Q1 | $1.46M | Sell |
15,149
-1,129
| -7% | -$109K | 0.04% | 374 |
|
|
2024
Q4 | $1.68M | Buy |
16,278
+3
| +0% | +$309 | 0.06% | 250 |
|
|
2024
Q3 | $1.65M | Sell |
16,275
-270
| -2% | -$27.4K | 0.06% | 232 |
|
|
2024
Q2 | $1.61M | Buy |
16,545
+9,890
| +149% | +$964K | 0.08% | 199 |
|
|
2024
Q1 | $625K | Sell |
6,655
-49
| -0.7% | -$4.6K | 0.04% | 342 |
|
|
2023
Q4 | $566K | Buy |
6,704
+1,343
| +25% | +$113K | 0.04% | 324 |
|
|
2023
Q3 | $404K | Buy |
5,361
+19
| +0.4% | +$1.43K | 0.06% | 235 |
|
|
2023
Q2 | $414K | Sell |
5,342
-337
| -6% | -$26.1K | 0.09% | 185 |
|
|
2023
Q1 | $405K | Sell |
5,679
-487
| -8% | -$34.7K | 0.12% | 163 |
|
|
2022
Q4 | $409K | Buy |
+6,166
| New | +$409K | 0.16% | 127 |
|