GeoWealth 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 | $10.3M | Sell |
94,721
-16,627
| -15% | -$1.8M | 0.4% | 35 |
|
|
2025
Q1 | $10.7M | Sell |
111,348
-23,758
| -18% | -$2.28M | 0.43% | 37 |
|
|
2024
Q4 | $13.9M | Sell |
135,106
-32,917
| -20% | -$3.39M | 0.46% | 41 |
|
|
2024
Q3 | $17.1M | Sell |
168,023
-7,025
| -4% | -$713K | 0.6% | 32 |
|
|
2024
Q2 | $17.1M | Sell |
175,048
-6,373
| -4% | -$621K | 0.74% | 25 |
|
|
2024
Q1 | $17M | Buy |
181,421
+178,787
| +6,788% | +$16.8M | 0.66% | 34 |
|
|
2023
Q4 | $222K | Buy |
2,634
+8
| +0.3% | +$674 | 0.02% | 480 |
|
|
2023
Q3 | $198K | Buy |
+2,626
| New | +$198K | 0.02% | 286 |
|