Jones Financial Companies’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
$308K Buy
2,851
+629
+28% +$67.9K ﹤0.01% 1480
2025
Q1
$212K Buy
2,222
+1,129
+103% +$108K ﹤0.01% 1474
2024
Q4
$113K Buy
1,093
+867
+384% +$89.4K ﹤0.01% 1586
2024
Q3
$22.9K Buy
226
+100
+79% +$10.1K ﹤0.01% 1913
2024
Q2
$12.3K Buy
+126
New +$12.3K ﹤0.01% 1695