MKT Advisors’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 | $338K | Hold |
3,130
| – | – | 0.13% | 103 |
|
|
2025
Q1 | $273K | Hold |
3,130
| – | – | 0.13% | 112 |
|
|
2024
Q4 | $330K | Hold |
3,130
| – | – | 0.14% | 105 |
|
|
2024
Q3 | $314K | Hold |
3,130
| – | – | 0.15% | 105 |
|
|
2024
Q2 | $312K | Hold |
3,130
| – | – | 0.16% | 101 |
|
|
2024
Q1 | $288K | Hold |
3,130
| – | – | 0.16% | 108 |
|
|
2023
Q4 | $260K | Hold |
3,130
| – | – | 0.17% | 114 |
|
|
2023
Q3 | $236K | Hold |
3,130
| – | – | 0.18% | 113 |
|
|
2023
Q2 | $251K | Hold |
3,130
| – | – | 0.18% | 109 |
|
|
2023
Q1 | $221K | Hold |
3,130
| – | – | 0.17% | 123 |
|
|
2022
Q4 | $214K | Sell |
3,130
-672
| -18% | -$46K | 0.16% | 125 |
|
|
2022
Q3 | $235K | Buy |
3,802
+743
| +24% | +$45.9K | 0.2% | 105 |
|
|
2022
Q2 | $207K | Buy |
+3,059
| New | +$207K | 0.16% | 124 |
|