FWP
Firethorn Wealth Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
4,203
-8
| -0.2% | -$867 | 0.2% | 108 |
|
|
2025
Q1 | $403K | Sell |
4,211
-431
| -9% | -$41.3K | 0.19% | 106 |
|
|
2024
Q4 | $478K | Sell |
4,642
-24
| -0.5% | -$2.47K | 0.24% | 93 |
|
|
2024
Q3 | $474K | Sell |
4,666
-9
| -0.2% | -$914 | 0.24% | 89 |
|
|
2024
Q2 | $456K | Sell |
4,675
-449
| -9% | -$43.7K | 0.26% | 82 |
|
|
2024
Q1 | $481K | Sell |
5,124
-716
| -12% | -$67.2K | 0.28% | 82 |
|
|
2023
Q4 | $493K | Sell |
5,840
-457
| -7% | -$38.6K | 0.32% | 66 |
|
|
2023
Q3 | $475K | Sell |
6,297
-1,035
| -14% | -$78K | 0.36% | 57 |
|
|
2023
Q2 | $568K | Sell |
7,332
-27
| -0.4% | -$2.09K | 0.42% | 45 |
|
|
2023
Q1 | $531K | Sell |
7,359
-3,793
| -34% | -$274K | 0.41% | 49 |
|
|
2022
Q4 | $739K | Sell |
11,152
-1,128
| -9% | -$74.8K | 0.62% | 36 |
|
|
2022
Q3 | $758K | Sell |
12,280
-4,543
| -27% | -$280K | 0.7% | 29 |
|
|
2022
Q2 | $1.2M | Buy |
16,823
+390
| +2% | +$27.9K | 0.98% | 21 |
|
|
2022
Q1 | $1.3M | Buy |
16,433
+5,192
| +46% | +$411K | 0.98% | 20 |
|
|
2021
Q4 | $948K | Buy |
+11,241
| New | +$948K | 0.71% | 33 |
|
|
2021
Q2 | $899K | Buy |
11,968
+44
| +0.4% | +$3.31K | 0.75% | 29 |
|
|
2021
Q1 | $826K | Sell |
11,924
-37
| -0.3% | -$2.56K | 0.77% | 30 |
|
|
2020
Q4 | $777K | Buy |
+11,961
| New | +$777K | 0.84% | 30 |
|