Steward Partners Investment Advisory’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 | $1.78M | Hold |
16,387
| – | – | 0.01% | 753 |
|
|
2025
Q1 | $1.57M | Hold |
16,387
| – | – | 0.01% | 744 |
|
|
2024
Q4 | $1.69M | Hold |
16,387
| – | – | 0.02% | 692 |
|
|
2024
Q3 | $1.66M | Hold |
16,387
| – | – | 0.02% | 686 |
|
|
2024
Q2 | $1.6M | Hold |
16,387
| – | – | 0.02% | 655 |
|
|
2024
Q1 | $1.54M | Hold |
16,387
| – | – | 0.02% | 659 |
|
|
2023
Q4 | $1.38M | Hold |
16,387
| – | – | 0.02% | 618 |
|
|
2023
Q3 | $1.24M | Hold |
16,387
| – | – | 0.02% | 606 |
|
|
2023
Q2 | $1.27M | Hold |
16,387
| – | – | 0.02% | 622 |
|
|
2023
Q1 | $1.17M | Sell |
16,387
-3,576
| -18% | -$255K | 0.02% | 646 |
|
|
2022
Q4 | $1.32M | Hold |
19,963
| – | – | 0.02% | 575 |
|
|
2022
Q3 | $1.23M | Hold |
19,963
| – | – | 0.02% | 558 |
|
|
2022
Q2 | $1.33M | Hold |
19,963
| – | – | 0.02% | 555 |
|
|
2022
Q1 | $1.58M | Buy |
19,963
+2,575
| +15% | +$204K | 0.02% | 555 |
|
|
2021
Q4 | $1.47M | Hold |
17,388
| – | – | 0.02% | 584 |
|
|
2021
Q3 | $1.31M | Buy |
17,388
+8,396
| +93% | +$634K | 0.02% | 576 |
|
|
2021
Q2 | $675K | Buy |
+8,992
| New | +$675K | 0.01% | 824 |
|