One Wealth Advisors’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 | $7.04M | Sell |
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|
2025
Q1 | $6.72M | Sell |
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|
2024
Q4 | $8.45M | Buy |
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|
2024
Q3 | $8.32M | Sell |
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|
2024
Q2 | $7.75M | Sell |
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|
2024
Q1 | $8.36M | Sell |
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|
2023
Q4 | $8.23M | Sell |
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|
2023
Q3 | $7.53M | Buy |
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|
2023
Q2 | $7.55M | Sell |
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|
2023
Q1 | $7.66M | Sell |
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|
2022
Q4 | $7.31M | Buy |
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|
2022
Q3 | $5.76M | Buy |
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|
2022
Q2 | $5.11M | Buy |
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|
2022
Q1 | $3.76M | Buy |
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|
2021
Q4 | $220K | Buy |
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