JGP Wealth Management’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 | $400K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $204K | Buy |
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