JP Morgan Private Wealth Advisors’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
2023
Q3
$545K Sell
2023
Q2
$684K Buy
2023
Q1
$615K Sell
2022
Q4
$803K Hold
2022
Q3
$748K Sell
2022
Q2
$939K Buy