GHP Investment Advisors’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
Q2 | $34.7K | Hold |
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|
2025
Q1 | $30.7K | Hold |
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|
2024
Q4 | $33K | Sell |
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|
2024
Q3 | $58.4K | Hold |
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|
2024
Q2 | $56K | Hold |
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|
2024
Q1 | $54K | Hold |
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|
2023
Q4 | $48.5K | Hold |
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|
2023
Q3 | $43.8K | Hold |
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|
2023
Q2 | $44.9K | Sell |
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|
2023
Q1 | $69.1K | Hold |
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|
2022
Q4 | $64.3K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $77K | Buy |
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