LPAM
Lodestar Private Asset 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 | $252K | Buy |
2,325
+6
| +0.3% | +$650 | 0.03% | 202 |
|
|
2025
Q1 | $222K | Buy |
2,319
+6
| +0.3% | +$575 | 0.03% | 209 |
|
|
2024
Q4 | $238K | Buy |
2,313
+8
| +0.3% | +$824 | 0.03% | 200 |
|
|
2024
Q3 | $234K | Buy |
2,305
+7
| +0.3% | +$711 | 0.03% | 204 |
|
|
2024
Q2 | $224K | Buy |
2,298
+5
| +0.2% | +$487 | 0.03% | 198 |
|
|
2024
Q1 | $215K | Sell |
2,293
-162
| -7% | -$15.2K | 0.03% | 203 |
|
|
2023
Q4 | $207K | Buy |
+2,455
| New | +$207K | 0.03% | 199 |
|