NWAM LLC’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 | $273K | Hold |
2,436
| – | – | 0.02% | 455 |
|
|
2025
Q1 | $233K | Sell |
2,436
-659
| -21% | -$63.1K | 0.02% | 454 |
|
|
2024
Q4 | $319K | Hold |
3,095
| – | – | 0.02% | 471 |
|
|
2024
Q3 | $314K | Buy |
+3,095
| New | +$314K | 0.02% | 485 |
|
|
2024
Q2 | – | Sell |
-3,764
| Closed | -$347K | – | 486 |
|
|
2024
Q1 | $347K | Sell |
3,764
-54
| -1% | -$4.97K | 0.03% | 403 |
|
|
2023
Q4 | $322K | Sell |
3,818
-150
| -4% | -$12.7K | 0.03% | 425 |
|
|
2023
Q3 | $299K | Buy |
+3,968
| New | +$299K | 0.03% | 388 |
|
|
2023
Q2 | – | Sell |
-10,749
| Closed | -$766K | – | 566 |
|
|
2023
Q1 | $766K | Sell |
10,749
-522
| -5% | -$37.2K | 0.08% | 210 |
|
|
2022
Q4 | $747K | Sell |
11,271
-299
| -3% | -$19.8K | 0.07% | 251 |
|
|
2022
Q3 | $715K | Buy |
11,570
+3,884
| +51% | +$240K | 0.07% | 243 |
|
|
2022
Q2 | $516K | Buy |
+7,686
| New | +$516K | 0.05% | 297 |
|