IMS Capital 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 | $782K | Hold |
7,213
| – | – | 0.37% | 69 |
|
|
2025
Q1 | $691K | Hold |
7,213
| – | – | 0.35% | 66 |
|
|
2024
Q4 | $743K | Hold |
7,213
| – | – | 0.34% | 69 |
|
|
2024
Q3 | $732K | Hold |
7,213
| – | – | 0.33% | 72 |
|
|
2024
Q2 | $717K | Buy |
7,213
+8
| +0.1% | +$795 | 0.33% | 71 |
|
|
2024
Q1 | $676K | Buy |
7,205
+25
| +0.3% | +$2.35K | 0.31% | 74 |
|
|
2023
Q4 | $606K | Hold |
7,180
| – | – | 0.3% | 79 |
|
|
2023
Q3 | $541K | Sell |
7,180
-225
| -3% | -$17K | 0.32% | 75 |
|
|
2023
Q2 | $573K | Hold |
7,405
| – | – | 0.32% | 76 |
|
|
2023
Q1 | $528K | Hold |
7,405
| – | – | 0.31% | 81 |
|
|
2022
Q4 | $491K | Hold |
7,405
| – | – | 0.31% | 85 |
|
|
2022
Q3 | $457K | Hold |
7,405
| – | – | 0.32% | 84 |
|
|
2022
Q2 | $492K | Buy |
7,405
+35
| +0.5% | +$2.33K | 0.32% | 79 |
|
|
2022
Q1 | $584K | Buy |
7,370
+1,720
| +30% | +$136K | 0.31% | 80 |
|
|
2021
Q4 | $477K | Buy |
+5,650
| New | +$477K | 0.25% | 87 |
|