Robertson Stephens Wealth Management’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 | $6.9M | Sell |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $6.19M | Buy |
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|
2024
Q3 | $3.83M | Buy |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.46M | Buy |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $840K | Sell |
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|
2022
Q3 | $906K | Sell |
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|
2022
Q2 | $3.11M | Buy |
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|
2022
Q1 | $799K | Buy |
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|
2021
Q4 | $662K | Hold |
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|
2021
Q3 | $592K | Hold |
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|
2021
Q2 | $589K | Hold |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $746K | Hold |
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|
2020
Q2 | $694K | Sell |
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|
2020
Q1 | $589K | Buy |
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