Firestone Capital Management’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
Q3 | $330K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | $163K | Hold |
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|
2020
Q4 | $153K | Buy |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $125K | Buy |
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|
2020
Q1 | $84K | Buy |
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|
2019
Q4 | $28K | Buy |
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