Mariner’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
$459K Buy
4,237
+248
+6% +$26.9K ﹤0.01% 2393
2025
Q1
$382K Buy
3,989
+1,209
+43% +$116K ﹤0.01% 2415
2024
Q4
$286K Buy
2,780
+49
+2% +$5.05K ﹤0.01% 2668
2024
Q3
$277K Buy
2,731
+147
+6% +$14.9K ﹤0.01% 2642
2024
Q2
$252K Buy
+2,584
New +$252K ﹤0.01% 2590
2023
Q2
Sell
-11,527
Closed -$821K 2928
2023
Q1
$821K Buy
11,527
+912
+9% +$65K ﹤0.01% 1384
2022
Q4
$704K Hold
10,615
﹤0.01% 1430
2022
Q3
$656K Buy
+10,615
New +$656K ﹤0.01% 1258