SNS Financial Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
12,010
+1,100
| +10% | +$119K | 0.12% | 71 |
|
|
2025
Q1 | $1.05M | Sell |
10,910
-119
| -1% | -$11.4K | 0.11% | 83 |
|
|
2024
Q4 | $1.14M | Sell |
11,029
-1,505
| -12% | -$155K | 0.12% | 78 |
|
|
2024
Q3 | $1.27M | Sell |
12,534
-313
| -2% | -$31.8K | 0.13% | 77 |
|
|
2024
Q2 | $1.25M | Buy |
12,847
+3,345
| +35% | +$326K | 0.13% | 76 |
|
|
2024
Q1 | $892K | Sell |
9,502
-305
| -3% | -$28.6K | 0.1% | 89 |
|
|
2023
Q4 | $828K | Buy |
9,807
+145
| +2% | +$12.2K | 0.1% | 91 |
|
|
2023
Q3 | $732K | Sell |
9,662
-1,439
| -13% | -$109K | 0.1% | 89 |
|
|
2023
Q2 | $859K | Sell |
11,101
-483
| -4% | -$37.4K | 0.11% | 87 |
|
|
2023
Q1 | $825K | Buy |
11,584
+19
| +0.2% | +$1.35K | 0.11% | 90 |
|
|
2022
Q4 | $767K | Buy |
11,565
+130
| +1% | +$8.62K | 0.1% | 93 |
|
|
2022
Q3 | $706K | Buy |
11,435
+665
| +6% | +$41.1K | 0.1% | 88 |
|
|
2022
Q2 | $715K | Buy |
10,770
+603
| +6% | +$40K | 0.09% | 91 |
|
|
2022
Q1 | $805K | Sell |
10,167
-990
| -9% | -$78.4K | 0.09% | 94 |
|
|
2021
Q4 | $941K | Buy |
11,157
+2,992
| +37% | +$252K | 0.1% | 91 |
|
|
2021
Q3 | $616K | Buy |
8,165
+4,147
| +103% | +$313K | 0.07% | 111 |
|
|
2021
Q2 | $302K | Buy |
4,018
+300
| +8% | +$22.5K | 0.04% | 160 |
|
|
2021
Q1 | $258K | Buy |
+3,718
| New | +$258K | 0.03% | 162 |
|