RCS
Retirement Capital Strategies’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,911
-8,596
| -82% | -$931K | 0.08% | 64 |
|
|
2025
Q1 | $1.01M | Sell |
10,507
-8,300
| -44% | -$798K | 0.39% | 42 |
|
|
2024
Q4 | $1.94M | Sell |
18,807
-404
| -2% | -$41.6K | 0.73% | 30 |
|
|
2024
Q3 | $1.95M | Sell |
19,211
-17,355
| -47% | -$1.76M | 0.76% | 29 |
|
|
2024
Q2 | $3.56M | Buy |
36,566
+18,461
| +102% | +$1.8M | 1.43% | 16 |
|
|
2024
Q1 | $1.7M | Sell |
18,105
-11,946
| -40% | -$1.12M | 0.69% | 30 |
|
|
2023
Q4 | $2.54M | Buy |
30,051
+231
| +0.8% | +$19.5K | 1.1% | 20 |
|
|
2023
Q3 | $2.25M | Buy |
29,820
+22,343
| +299% | +$1.68M | 1.05% | 20 |
|
|
2023
Q2 | $579K | Buy |
+7,477
| New | +$579K | 0.27% | 43 |
|
|
2022
Q3 | – | Sell |
-8,070
| Closed | -$536K | – | 66 |
|
|
2022
Q2 | $536K | Buy |
8,070
+3,169
| +65% | +$210K | 0.24% | 39 |
|
|
2022
Q1 | $373K | Hold |
4,901
| – | – | 0.15% | 42 |
|
|
2021
Q4 | $413K | Hold |
4,901
| – | – | 0.15% | 52 |
|
|
2021
Q3 | $370K | Hold |
4,901
| – | – | 0.14% | 54 |
|
|
2021
Q2 | $368K | Hold |
4,901
| – | – | 0.14% | 65 |
|
|
2021
Q1 | $340K | Sell |
4,901
-1,504
| -23% | -$104K | 0.13% | 61 |
|
|
2020
Q4 | $416K | Hold |
6,405
| – | – | 0.17% | 51 |
|
|
2020
Q3 | $362K | Sell |
6,405
-18,795
| -75% | -$1.06M | 0.17% | 48 |
|
|
2020
Q2 | $1.36M | Buy |
25,200
+824
| +3% | +$44.6K | 0.65% | 24 |
|
|
2020
Q1 | $1.1M | Buy |
+24,376
| New | +$1.1M | 0.6% | 22 |
|