Lodestar Private Asset Management’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
2025
Q2
$252K Buy
2025
Q1
$222K Buy
2024
Q4
$238K Buy
2024
Q3
$234K Buy
2024
Q2
$224K Buy
2024
Q1
$215K Sell
2023
Q4
$207K Buy