Leavell Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
2,150
| – | – | 0.01% | 507 |
|
|
2025
Q1 | $247K | Hold |
2,150
| – | – | 0.01% | 496 |
|
|
2024
Q4 | $261K | Hold |
2,150
| – | – | 0.01% | 483 |
|
|
2024
Q3 | $259K | Hold |
2,150
| – | – | 0.01% | 486 |
|
|
2024
Q2 | $242K | Hold |
2,150
| – | – | 0.01% | 466 |
|
|
2024
Q1 | $235K | Hold |
2,150
| – | – | 0.01% | 455 |
|
|
2023
Q4 | $216K | Buy |
+2,150
| New | +$216K | 0.01% | 447 |
|
|
2023
Q3 | – | Sell |
-2,150
| Closed | -$201K | – | 463 |
|
|
2023
Q2 | $201K | Buy |
+2,150
| New | +$201K | 0.01% | 453 |
|
|
2022
Q2 | – | Sell |
-2,150
| Closed | -$208K | – | 445 |
|
|
2022
Q1 | $208K | Hold |
2,150
| – | – | 0.01% | 407 |
|
|
2021
Q4 | $228K | Hold |
2,150
| – | – | 0.02% | 413 |
|
|
2021
Q3 | $206K | Buy |
+2,150
| New | +$206K | 0.02% | 391 |
|