OneDigital Investment Advisors’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 | $8.47M | Sell |
78,194
-8,864
| -10% | -$960K | 0.09% | 177 |
|
|
2025
Q1 | $8.34M | Buy |
87,058
+2,919
| +3% | +$280K | 0.1% | 171 |
|
|
2024
Q4 | $8.67M | Sell |
84,139
-11,301
| -12% | -$1.16M | 0.1% | 166 |
|
|
2024
Q3 | $9.69M | Buy |
95,440
+10,377
| +12% | +$1.05M | 0.11% | 158 |
|
|
2024
Q2 | $8.29M | Buy |
85,063
+67,719
| +390% | +$6.6M | 0.1% | 165 |
|
|
2024
Q1 | $1.63M | Sell |
17,344
-108
| -0.6% | -$10.1K | 0.03% | 386 |
|
|
2023
Q4 | $1.47M | Buy |
17,452
+2,035
| +13% | +$172K | 0.03% | 373 |
|
|
2023
Q3 | $1.16M | Buy |
15,417
+2,604
| +20% | +$196K | 0.03% | 387 |
|
|
2023
Q2 | $992K | Buy |
12,813
+803
| +7% | +$62.2K | 0.02% | 410 |
|
|
2023
Q1 | $856K | Buy |
+12,010
| New | +$856K | 0.02% | 435 |
|