Firethorn Wealth Partners’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 | $484K | Sell |
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|
2025
Q2 | $455K | Sell |
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2025
Q1 | $403K | Sell |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $739K | Sell |
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|
2022
Q3 | $758K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $948K | Buy |
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|
2021
Q2 | $899K | Buy |
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|
2021
Q1 | $826K | Sell |
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|
2020
Q4 | $777K | Buy |
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