MLA
My Legacy 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 | $990K | Sell |
9,025
-271
| -3% | -$29.7K | 0.35% | 83 |
|
|
2025
Q1 | $891K | Sell |
9,296
-650
| -7% | -$62.3K | 0.34% | 83 |
|
|
2024
Q4 | $1.04M | Sell |
9,946
-514
| -5% | -$53.6K | 0.4% | 66 |
|
|
2024
Q3 | $1.06M | Sell |
10,460
-3,539
| -25% | -$359K | 0.42% | 67 |
|
|
2024
Q2 | $1.36M | Sell |
13,999
-498
| -3% | -$48.5K | 0.44% | 56 |
|
|
2024
Q1 | $1.36M | Sell |
14,497
-952
| -6% | -$89.3K | 0.46% | 54 |
|
|
2023
Q4 | $1.31M | Sell |
15,449
-385
| -2% | -$32.7K | 0.47% | 55 |
|
|
2023
Q3 | $1.19M | Buy |
15,834
+312
| +2% | +$23.4K | 0.48% | 59 |
|
|
2023
Q2 | $1.22M | Sell |
15,522
-4,328
| -22% | -$341K | 0.48% | 56 |
|
|
2023
Q1 | $1.41M | Buy |
19,850
+640
| +3% | +$45.5K | 0.61% | 48 |
|
|
2022
Q4 | $1.38M | Sell |
19,210
-1,393
| -7% | -$99.8K | 0.59% | 43 |
|
|
2022
Q3 | $1.26M | Buy |
20,603
+9,117
| +79% | +$559K | 0.64% | 37 |
|
|
2022
Q2 | $777K | Buy |
+11,486
| New | +$777K | 0.39% | 88 |
|