Integrated Wealth Concepts’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 | $4.76M | Buy |
43,930
+230
| +0.5% | +$24.9K | 0.05% | 345 |
|
|
2025
Q1 | $4.19M | Sell |
43,700
-1,499
| -3% | -$144K | 0.05% | 358 |
|
|
2024
Q4 | $4.66M | Sell |
45,199
-767
| -2% | -$79K | 0.05% | 311 |
|
|
2024
Q3 | $4.67M | Sell |
45,966
-74
| -0.2% | -$7.51K | 0.06% | 303 |
|
|
2024
Q2 | $4.49M | Sell |
46,040
-11,363
| -20% | -$1.11M | 0.06% | 285 |
|
|
2024
Q1 | $5.39M | Sell |
57,403
-3,017
| -5% | -$283K | 0.08% | 253 |
|
|
2023
Q4 | $5.1M | Sell |
60,420
-8,487
| -12% | -$716K | 0.08% | 236 |
|
|
2023
Q3 | $5.2M | Sell |
68,907
-10,545
| -13% | -$795K | 0.09% | 221 |
|
|
2023
Q2 | $6.15M | Sell |
79,452
-14,499
| -15% | -$1.12M | 0.11% | 202 |
|
|
2023
Q1 | $6.7M | Buy |
93,951
+2,979
| +3% | +$212K | 0.14% | 166 |
|
|
2022
Q4 | $6.03M | Buy |
90,972
+5,511
| +6% | +$365K | 0.16% | 132 |
|
|
2022
Q3 | $5.28M | Buy |
85,461
+10,794
| +14% | +$667K | 0.17% | 129 |
|
|
2022
Q2 | $4.96M | Buy |
74,667
+27,441
| +58% | +$1.82M | 0.15% | 140 |
|
|
2022
Q1 | $3.74M | Buy |
47,226
+44,342
| +1,538% | +$3.51M | 0.11% | 164 |
|
|
2021
Q4 | $243K | Buy |
+2,884
| New | +$243K | 0.01% | 867 |
|