HHM Wealth Advisors’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 | $14.8K | Hold |
137
| – | – | ﹤0.01% | 554 |
|
|
2025
Q1 | $13.1K | Hold |
137
| – | – | ﹤0.01% | 561 |
|
|
2024
Q4 | $14.1K | Hold |
137
| – | – | ﹤0.01% | 548 |
|
|
2024
Q3 | $13.9K | Hold |
137
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $13.3K | Hold |
137
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $12.9K | Hold |
137
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $11.6K | Sell |
137
-19
| -12% | -$1.6K | ﹤0.01% | 489 |
|
|
2023
Q3 | $11.8K | Hold |
156
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $12.1K | Hold |
156
| – | – | ﹤0.01% | 495 |
|
|
2023
Q1 | $11.1K | Hold |
156
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $10.3K | Hold |
156
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $10K | Hold |
156
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $10K | Buy |
+156
| New | +$10K | ﹤0.01% | 546 |
|