Principal Financial Group’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 | $7.96M | Sell |
73,469
-17,825
| -20% | -$1.93M | ﹤0.01% | 1371 |
|
|
2025
Q1 | $8.75M | Sell |
91,294
-19,736
| -18% | -$1.89M | ﹤0.01% | 1336 |
|
|
2024
Q4 | $11.4M | Buy |
111,030
+11,072
| +11% | +$1.14M | 0.01% | 1222 |
|
|
2024
Q3 | $10.1M | Buy |
99,958
+13,791
| +16% | +$1.4M | 0.01% | 1267 |
|
|
2024
Q2 | $8.4M | Sell |
86,167
-36,622
| -30% | -$3.57M | 0.01% | 1365 |
|
|
2024
Q1 | $11.5M | Hold |
122,789
| – | – | 0.01% | 1238 |
|
|
2023
Q4 | $10.4M | Hold |
122,789
| – | – | 0.01% | 1266 |
|
|
2023
Q3 | $9.26M | Buy |
122,789
+45,375
| +59% | +$3.42M | 0.01% | 1275 |
|
|
2023
Q2 | $5.99M | Hold |
77,414
| – | – | ﹤0.01% | 1467 |
|
|
2023
Q1 | $5.52M | Buy |
+77,414
| New | +$5.52M | ﹤0.01% | 1503 |
|