One Capital Management’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
Q3 | $908K | Hold |
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|
2025
Q2 | $841K | Hold |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $922K | Buy |
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|
2024
Q2 | $874K | Buy |
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|
2024
Q1 | $838K | Hold |
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|
2023
Q4 | $753K | Buy |
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|
2023
Q3 | $651K | Buy |
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|
2023
Q2 | $651K | Buy |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $538K | Sell |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $284K | Buy |
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