Keebeck Wealth Management’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 | $1.65M | Sell |
15,261
-157
| -1% | -$17K | 0.22% | 111 |
|
|
2025
Q1 | $1.48M | Sell |
15,418
-4,646
| -23% | -$445K | 0.22% | 107 |
|
|
2024
Q4 | $2.07M | Sell |
20,064
-128
| -0.6% | -$13.2K | 0.3% | 89 |
|
|
2024
Q3 | $2.05M | Sell |
20,192
-636
| -3% | -$64.6K | 0.3% | 88 |
|
|
2024
Q2 | $2.03M | Buy |
20,828
+35
| +0.2% | +$3.41K | 0.3% | 90 |
|
|
2024
Q1 | $1.95M | Sell |
20,793
-10,231
| -33% | -$960K | 0.29% | 95 |
|
|
2023
Q4 | $2.62M | Buy |
31,024
+1,639
| +6% | +$138K | 0.43% | 65 |
|
|
2023
Q3 | $2.23M | Sell |
29,385
-564
| -2% | -$42.7K | 0.39% | 71 |
|
|
2023
Q2 | $2.32M | Hold |
29,949
| – | – | 0.32% | 76 |
|
|
2023
Q1 | $2.13M | Sell |
29,949
-8,312
| -22% | -$592K | 0.34% | 73 |
|
|
2022
Q4 | $2.54M | Buy |
38,261
+10,528
| +38% | +$698K | 0.45% | 57 |
|
|
2022
Q3 | $1.71M | Sell |
27,733
-13,648
| -33% | -$843K | 0.33% | 69 |
|
|
2022
Q2 | $2.75M | Buy |
41,381
+37,646
| +1,008% | +$2.5M | 0.53% | 43 |
|
|
2022
Q1 | $296K | Buy |
+3,735
| New | +$296K | 0.05% | 200 |
|