Mather Group’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 | $1.87M | Buy |
17,252
+837
| +5% | +$90.7K | 0.02% | 198 |
|
|
2025
Q1 | $1.57M | Sell |
16,415
-846
| -5% | -$81.1K | 0.02% | 199 |
|
|
2024
Q4 | $1.78M | Hold |
17,261
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $1.75M | Sell |
17,261
-318
| -2% | -$32.3K | 0.02% | 178 |
|
|
2024
Q2 | $1.65M | Sell |
17,579
-90
| -0.5% | -$8.45K | 0.02% | 208 |
|
|
2024
Q1 | $1.49M | Hold |
17,669
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $1.49M | Sell |
17,669
-46
| -0.3% | -$3.88K | 0.02% | 180 |
|
|
2023
Q3 | $1.34M | Buy |
17,715
+9,187
| +108% | +$693K | 0.02% | 179 |
|
|
2023
Q2 | $660K | Buy |
8,528
+165
| +2% | +$12.8K | 0.01% | 298 |
|
|
2023
Q1 | $596K | Hold |
8,363
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $555K | Buy |
8,363
+2,555
| +44% | +$169K | 0.01% | 301 |
|
|
2022
Q3 | $359K | Buy |
5,808
+1,707
| +42% | +$106K | 0.01% | 333 |
|
|
2022
Q2 | $272K | Buy |
+4,101
| New | +$272K | 0.01% | 322 |
|