Horizon Wealth 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 | $289K | Buy |
2,666
+34
| +1% | +$3.68K | 0.05% | 81 |
|
|
2025
Q1 | $252K | Buy |
2,632
+3
| +0.1% | +$287 | 0.04% | 87 |
|
|
2024
Q4 | $271K | Buy |
2,629
+381
| +17% | +$39.3K | 0.05% | 76 |
|
|
2024
Q3 | $228K | Sell |
2,248
-4
| -0.2% | -$406 | 0.05% | 77 |
|
|
2024
Q2 | $219K | Buy |
2,252
+38
| +2% | +$3.7K | 0.05% | 68 |
|
|
2024
Q1 | $208K | Buy |
+2,214
| New | +$208K | 0.05% | 77 |
|