JWM
JGP Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
2,813
+5
| +0.2% | +$542 | 0.04% | 166 |
|
|
2025
Q1 | $269K | Hold |
2,808
| – | – | 0.04% | 162 |
|
|
2024
Q4 | $289K | Buy |
2,808
+86
| +3% | +$8.86K | 0.04% | 156 |
|
|
2024
Q3 | $276K | Buy |
2,722
+2
| +0.1% | +$203 | 0.04% | 156 |
|
|
2024
Q2 | $265K | Hold |
2,720
| – | – | 0.04% | 151 |
|
|
2024
Q1 | $255K | Sell |
2,720
-204
| -7% | -$19.1K | 0.04% | 154 |
|
|
2023
Q4 | $247K | Buy |
2,924
+27
| +0.9% | +$2.28K | 0.04% | 155 |
|
|
2023
Q3 | $218K | Hold |
2,897
| – | – | 0.04% | 150 |
|
|
2023
Q2 | $224K | Buy |
2,897
+41
| +1% | +$3.17K | 0.04% | 143 |
|
|
2023
Q1 | $204K | Buy |
+2,856
| New | +$204K | 0.04% | 147 |
|