J.P. Morgan Private Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $545K | Sell |
7,231
-1,610
| -18% | -$121K | ﹤0.01% | 1215 |
|
|
2023
Q2 | $684K | Buy |
8,841
+211
| +2% | +$16.3K | ﹤0.01% | 903 |
|
|
2023
Q1 | $615K | Sell |
8,630
-3,475
| -29% | -$248K | ﹤0.01% | 1388 |
|
|
2022
Q4 | $803K | Hold |
12,105
| – | – | ﹤0.01% | 1251 |
|
|
2022
Q3 | $748K | Sell |
12,105
-2,045
| -14% | -$126K | ﹤0.01% | 1276 |
|
|
2022
Q2 | $939K | Buy |
+14,150
| New | +$939K | ﹤0.01% | 1169 |
|