Mayflower Financial Advisors’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 | $377K | Hold |
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|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $727K | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $838K | Sell |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $595K | Buy |
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