McGlone Suttner Wealth Management’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
2024
Q1
Sell
-1,039
Closed -$87.7K 717
2023
Q4
$87.7K Buy
+1,039
New +$87.7K 0.02% 220