SVWG
Shared Vision Wealth Group’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 | $499K | Sell |
4,479
-11
| -0.2% | -$1.22K | 0.25% | 49 |
|
|
2025
Q1 | $430K | Sell |
4,490
-608
| -12% | -$58.3K | 0.23% | 52 |
|
|
2024
Q4 | $525K | Hold |
5,098
| – | – | 0.28% | 45 |
|
|
2024
Q3 | $518K | Hold |
5,098
| – | – | 0.28% | 43 |
|
|
2024
Q2 | $497K | Sell |
5,098
-893
| -15% | -$87K | 0.29% | 45 |
|
|
2024
Q1 | $562K | Sell |
5,991
-26
| -0.4% | -$2.44K | 0.35% | 40 |
|
|
2023
Q4 | $508K | Buy |
+6,017
| New | +$508K | 0.34% | 41 |
|