IFP 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 | $316K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $71.9K | Hold |
|
|||||
|
2023
Q1 | $45.5K | Buy |
|
|||||
|
2022
Q4 | $45K | Buy |
|
|||||
|
2022
Q3 | $44K | Hold |
|
|||||
|
2022
Q2 | $44K | Hold |
|
|||||
|
2022
Q1 | $44K | Sell |
|
|||||
|
2021
Q4 | $85K | Hold |
|
|||||
|
2021
Q3 | $76K | Hold |
|
|||||
|
2021
Q2 | $75K | Hold |
|
|||||
|
2021
Q1 | $69K | Hold |
|
|||||
|
2020
Q4 | $65K | Hold |
|
|||||
|
2020
Q3 | $58K | Sell |
|
|||||
|
2020
Q2 | $101K | Buy |
|
|||||
|
2020
Q1 | $46K | Sell |
|
|||||
|
2019
Q4 | $65K | Buy |
|