Retirement Capital Strategies’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 | $207K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $3.56M | Buy |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $579K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $413K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $416K | Hold |
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|
2020
Q3 | $362K | Sell |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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