Firestone Capital 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 | $305K | Buy |
2,815
+4
| +0.1% | +$433 | 0.07% | 127 |
|
|
2025
Q1 | $269K | Sell |
2,811
-112
| -4% | -$10.7K | 0.07% | 120 |
|
|
2024
Q4 | $301K | Buy |
2,923
+5
| +0.2% | +$515 | 0.07% | 120 |
|
|
2024
Q3 | $296K | Sell |
2,918
-62
| -2% | -$6.29K | 0.07% | 120 |
|
|
2024
Q2 | $290K | Buy |
2,980
+56
| +2% | +$5.46K | 0.08% | 113 |
|
|
2024
Q1 | $274K | Sell |
2,924
-203
| -6% | -$19.1K | 0.08% | 119 |
|
|
2023
Q4 | $264K | Buy |
3,127
+21
| +0.7% | +$1.77K | 0.08% | 106 |
|
|
2023
Q3 | $234K | Buy |
3,106
+312
| +11% | +$23.5K | 0.08% | 111 |
|
|
2023
Q2 | $221K | Buy |
+2,794
| New | +$221K | 0.07% | 120 |
|
|
2022
Q2 | – | Sell |
-3,815
| Closed | -$302K | – | 122 |
|
|
2022
Q1 | $302K | Buy |
3,815
+106
| +3% | +$8.39K | 0.1% | 91 |
|
|
2021
Q4 | $313K | Buy |
3,709
+914
| +33% | +$77.1K | 0.1% | 95 |
|
|
2021
Q3 | $210K | Hold |
2,795
| – | – | 0.07% | 112 |
|
|
2021
Q2 | $210K | Buy |
2,795
+436
| +18% | +$32.8K | 0.08% | 109 |
|
|
2021
Q1 | $163K | Hold |
2,359
| – | – | 0.06% | 127 |
|
|
2020
Q4 | $153K | Buy |
2,359
+55
| +2% | +$3.57K | 0.06% | 123 |
|
|
2020
Q3 | $134K | Hold |
2,304
| – | – | 0.06% | 115 |
|
|
2020
Q2 | $125K | Buy |
2,304
+434
| +23% | +$23.5K | 0.06% | 117 |
|
|
2020
Q1 | $84K | Buy |
1,870
+1,360
| +267% | +$61.1K | 0.04% | 138 |
|
|
2019
Q4 | $28K | Buy |
+510
| New | +$28K | 0.01% | 268 |
|