SWA
Sax Wealth Advisors’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 | $2.7M | Sell |
24,945
-1,118
| -4% | -$121K | 0.16% | 81 |
|
|
2025
Q1 | $2.5M | Sell |
26,063
-2,133
| -8% | -$204K | 0.18% | 77 |
|
|
2024
Q4 | $2.91M | Sell |
28,196
-570
| -2% | -$58.7K | 0.23% | 57 |
|
|
2024
Q3 | $2.92M | Sell |
28,766
-231
| -0.8% | -$23.5K | 0.26% | 48 |
|
|
2024
Q2 | $2.83M | Buy |
+28,997
| New | +$2.83M | 0.27% | 53 |
|