Omega Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
|
|||||
|
2025
Q1 | $2.13M | Buy |
|
|||||
|
2024
Q4 | $2.11M | Sell |
|
|||||
|
2024
Q3 | $2.13M | Sell |
|
|||||
|
2024
Q2 | $2.09M | Buy |
|
|||||
|
2024
Q1 | $1.97M | Sell |
|
|||||
|
2023
Q4 | $1.99M | Sell |
|
|||||
|
2023
Q3 | $1.8M | Sell |
|
|||||
|
2023
Q2 | $2.1M | Sell |
|
|||||
|
2023
Q1 | $1.95M | Buy |
|
|||||
|
2022
Q4 | $1.51M | Buy |
|
|||||
|
2022
Q3 | $640K | Sell |
|
|||||
|
2022
Q2 | $995K | Buy |
|
|||||
|
2022
Q1 | $351K | Buy |
|
|||||
|
2021
Q4 | $312K | Buy |
|