LPL Financial’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 | $2.51M | Buy |
23,200
+1,184
| +5% | +$128K | ﹤0.01% | 2900 |
|
|
2025
Q1 | $2.11M | Sell |
22,016
-1,539
| -7% | -$147K | ﹤0.01% | 2888 |
|
|
2024
Q4 | $2.43M | Buy |
23,555
+369
| +2% | +$38K | ﹤0.01% | 2674 |
|
|
2024
Q3 | $2.35M | Sell |
23,186
-644
| -3% | -$65.4K | ﹤0.01% | 2548 |
|
|
2024
Q2 | $2.32M | Buy |
23,830
+1,751
| +8% | +$171K | ﹤0.01% | 2450 |
|
|
2024
Q1 | $2.07M | Buy |
22,079
+719
| +3% | +$67.5K | ﹤0.01% | 2492 |
|
|
2023
Q4 | $1.8M | Buy |
21,360
+654
| +3% | +$55.2K | ﹤0.01% | 2477 |
|
|
2023
Q3 | $1.56M | Sell |
20,706
-2,223
| -10% | -$168K | ﹤0.01% | 2510 |
|
|
2023
Q2 | $1.78M | Sell |
22,929
-2,511
| -10% | -$194K | ﹤0.01% | 2339 |
|
|
2023
Q1 | $1.81M | Sell |
25,440
-6,510
| -20% | -$464K | ﹤0.01% | 2215 |
|
|
2022
Q4 | $2.12M | Buy |
31,950
+756
| +2% | +$50.1K | ﹤0.01% | 2031 |
|
|
2022
Q3 | $1.93M | Sell |
31,194
-145
| -0.5% | -$8.96K | ﹤0.01% | 2016 |
|
|
2022
Q2 | $2.08M | Buy |
31,339
+1,634
| +6% | +$109K | ﹤0.01% | 1995 |
|
|
2022
Q1 | $2.35M | Buy |
29,705
+2,026
| +7% | +$160K | ﹤0.01% | 1922 |
|
|
2021
Q4 | $2.34M | Buy |
27,679
+3,456
| +14% | +$292K | ﹤0.01% | 1962 |
|
|
2021
Q3 | $1.83M | Buy |
24,223
+9,952
| +70% | +$751K | ﹤0.01% | 2117 |
|
|
2021
Q2 | $1.07M | Buy |
14,271
+1,572
| +12% | +$118K | ﹤0.01% | 2498 |
|
|
2021
Q1 | $880K | Buy |
+12,699
| New | +$880K | ﹤0.01% | 2502 |
|