Mather Group’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
Q3 | $1.99M | Sell |
|
|||||
|
2025
Q2 | $1.87M | Buy |
|
|||||
|
2025
Q1 | $1.57M | Sell |
|
|||||
|
2024
Q4 | $1.78M | Hold |
|
|||||
|
2024
Q3 | $1.75M | Sell |
|
|||||
|
2024
Q2 | $1.65M | Sell |
|
|||||
|
2024
Q1 | $1.49M | Hold |
|
|||||
|
2023
Q4 | $1.49M | Sell |
|
|||||
|
2023
Q3 | $1.34M | Buy |
|
|||||
|
2023
Q2 | $660K | Buy |
|
|||||
|
2023
Q1 | $596K | Hold |
|
|||||
|
2022
Q4 | $555K | Buy |
|
|||||
|
2022
Q3 | $359K | Buy |
|
|||||
|
2022
Q2 | $272K | Buy |
|