Orgel Wealth Management’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 | $1.49M | Buy |
13,770
+514
| +4% | +$55.7K | 0.04% | 42 |
|
|
2025
Q1 | $1.27M | Buy |
13,256
+1,686
| +15% | +$162K | 0.03% | 43 |
|
|
2024
Q4 | $1.19M | Sell |
11,570
-191
| -2% | -$19.7K | 0.03% | 43 |
|
|
2024
Q3 | $1.19M | Buy |
11,761
+4
| +0% | +$406 | 0.03% | 45 |
|
|
2024
Q2 | $1.15M | Buy |
11,757
+36
| +0.3% | +$3.51K | 0.03% | 42 |
|
|
2024
Q1 | $1.1M | Sell |
11,721
-6
| -0.1% | -$563 | 0.03% | 42 |
|
|
2023
Q4 | $990K | Sell |
11,727
-796
| -6% | -$67.2K | 0.03% | 45 |
|
|
2023
Q3 | $944K | Sell |
12,523
-236
| -2% | -$17.8K | 0.03% | 45 |
|
|
2023
Q2 | $988K | Buy |
12,759
+1,033
| +9% | +$80K | 0.03% | 44 |
|
|
2023
Q1 | $836K | Sell |
11,726
-1,727
| -13% | -$123K | 0.03% | 44 |
|
|
2022
Q4 | $892K | Buy |
13,453
+3,812
| +40% | +$253K | 0.03% | 43 |
|
|
2022
Q3 | $595K | Buy |
+9,641
| New | +$595K | 0.03% | 44 |
|