Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
22,546
-179
| -0.8% | -$19.4K | ﹤0.01% | 889 |
|
|
2025
Q1 | $2.18M | Buy |
22,725
+2,011
| +10% | +$193K | ﹤0.01% | 891 |
|
|
2024
Q4 | $2.13M | Sell |
20,714
-186
| -0.9% | -$19.2K | ﹤0.01% | 850 |
|
|
2024
Q3 | $2.12M | Buy |
20,900
+96
| +0.5% | +$9.75K | ﹤0.01% | 837 |
|
|
2024
Q2 | $2.03M | Buy |
20,804
+2,418
| +13% | +$236K | ﹤0.01% | 813 |
|
|
2024
Q1 | $1.73M | Sell |
18,386
-489
| -3% | -$45.9K | ﹤0.01% | 846 |
|
|
2023
Q4 | $1.59M | Buy |
18,875
+1,022
| +6% | +$86.2K | ﹤0.01% | 841 |
|
|
2023
Q3 | $1.35M | Sell |
17,853
-631
| -3% | -$47.6K | ﹤0.01% | 841 |
|
|
2023
Q2 | $1.43M | Buy |
18,484
+395
| +2% | +$30.6K | ﹤0.01% | 810 |
|
|
2023
Q1 | $1.29M | Buy |
18,089
+116
| +0.6% | +$8.27K | ﹤0.01% | 823 |
|
|
2022
Q4 | $1.19M | Buy |
17,973
+3,316
| +23% | +$220K | ﹤0.01% | 816 |
|
|
2022
Q3 | $906K | Sell |
14,657
-1,677
| -10% | -$104K | ﹤0.01% | 852 |
|
|
2022
Q2 | $1.08M | Buy |
16,334
+1
| +0% | +$66 | ﹤0.01% | 805 |
|
|
2022
Q1 | $1.29M | Buy |
16,333
+294
| +2% | +$23.3K | ﹤0.01% | 758 |
|
|
2021
Q4 | $1.35M | Buy |
16,039
+3,958
| +33% | +$334K | ﹤0.01% | 722 |
|
|
2021
Q3 | $913K | Sell |
12,081
-291
| -2% | -$22K | ﹤0.01% | 786 |
|
|
2021
Q2 | $929K | Buy |
12,372
+8,991
| +266% | +$675K | ﹤0.01% | 780 |
|
|
2021
Q1 | $234K | Buy |
3,381
+2,842
| +527% | +$197K | ﹤0.01% | 1187 |
|
|
2020
Q4 | $35K | Buy |
+539
| New | +$35K | ﹤0.01% | 1763 |
|