MFA
Mayflower Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
3,222
| – | – | 0.05% | 296 |
|
|
2025
Q1 | $309K | Sell |
3,222
-591
| -15% | -$56.6K | 0.05% | 300 |
|
|
2024
Q4 | $393K | Sell |
3,813
-10
| -0.3% | -$1.03K | 0.06% | 252 |
|
|
2024
Q3 | $388K | Buy |
3,823
+222
| +6% | +$22.5K | 0.06% | 256 |
|
|
2024
Q2 | $351K | Sell |
3,601
-198
| -5% | -$19.3K | 0.06% | 261 |
|
|
2024
Q1 | $357K | Sell |
3,799
-1,122
| -23% | -$105K | 0.06% | 256 |
|
|
2023
Q4 | $415K | Sell |
4,921
-1,502
| -23% | -$127K | 0.06% | 221 |
|
|
2023
Q3 | $484K | Sell |
6,423
-2,476
| -28% | -$187K | 0.07% | 197 |
|
|
2023
Q2 | $689K | Sell |
8,899
-1,303
| -13% | -$101K | 0.09% | 166 |
|
|
2023
Q1 | $727K | Sell |
10,202
-6,722
| -40% | -$479K | 0.1% | 156 |
|
|
2022
Q4 | $1.12M | Buy |
16,924
+3,361
| +25% | +$223K | 0.16% | 115 |
|
|
2022
Q3 | $838K | Sell |
13,563
-17,672
| -57% | -$1.09M | 0.14% | 118 |
|
|
2022
Q2 | $2.07M | Buy |
31,235
+23,721
| +316% | +$1.58M | 0.32% | 65 |
|
|
2022
Q1 | $595K | Buy |
+7,514
| New | +$595K | 0.08% | 180 |
|