Integrated Wealth Concepts’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
Q3 | $5.14M | Sell |
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|
2025
Q2 | $4.76M | Buy |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $4.66M | Sell |
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|
2024
Q3 | $4.67M | Sell |
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|
2024
Q2 | $4.49M | Sell |
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|
2024
Q1 | $5.39M | Sell |
|
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|
2023
Q4 | $5.1M | Sell |
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|
2023
Q3 | $5.2M | Sell |
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|
2023
Q2 | $6.15M | Sell |
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|
2023
Q1 | $6.7M | Buy |
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|
2022
Q4 | $6.03M | Buy |
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|
2022
Q3 | $5.28M | Buy |
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|
2022
Q2 | $4.96M | Buy |
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|
2022
Q1 | $3.74M | Buy |
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|
2021
Q4 | $243K | Buy |
|