IFP 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 | $316K | Buy |
+2,916
| New | +$316K | 0.01% | 1044 |
|
|
2023
Q3 | – | Sell |
-929
| Closed | -$71.9K | – | 3535 |
|
|
2023
Q2 | $71.9K | Hold |
929
| – | – | ﹤0.01% | 1465 |
|
|
2023
Q1 | $45.5K | Buy |
929
+3
| +0.3% | +$147 | ﹤0.01% | 1626 |
|
|
2022
Q4 | $45K | Buy |
926
+18
| +2% | +$875 | ﹤0.01% | 2319 |
|
|
2022
Q3 | $44K | Hold |
908
| – | – | ﹤0.01% | 2471 |
|
|
2022
Q2 | $44K | Hold |
908
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q1 | $44K | Sell |
908
-95
| -9% | -$4.6K | ﹤0.01% | 2258 |
|
|
2021
Q4 | $85K | Hold |
1,003
| – | – | ﹤0.01% | 1314 |
|
|
2021
Q3 | $76K | Hold |
1,003
| – | – | ﹤0.01% | 1369 |
|
|
2021
Q2 | $75K | Hold |
1,003
| – | – | ﹤0.01% | 1361 |
|
|
2021
Q1 | $69K | Hold |
1,003
| – | – | ﹤0.01% | 1322 |
|
|
2020
Q4 | $65K | Hold |
1,003
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q3 | $58K | Sell |
1,003
-911
| -48% | -$52.7K | ﹤0.01% | 1234 |
|
|
2020
Q2 | $101K | Buy |
1,914
+911
| +91% | +$48.1K | 0.01% | 923 |
|
|
2020
Q1 | $46K | Sell |
1,003
-166
| -14% | -$7.61K | ﹤0.01% | 1158 |
|
|
2019
Q4 | $65K | Buy |
+1,169
| New | +$65K | ﹤0.01% | 1150 |
|