Steward Partners Investment Advisory’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 | $1.78M | Hold |
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|
2025
Q1 | $1.57M | Hold |
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|
2024
Q4 | $1.69M | Hold |
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|
2024
Q3 | $1.66M | Hold |
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|
2024
Q2 | $1.6M | Hold |
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|
2024
Q1 | $1.54M | Hold |
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|
2023
Q4 | $1.38M | Hold |
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|
2023
Q3 | $1.24M | Hold |
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|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.32M | Hold |
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|
2022
Q3 | $1.23M | Hold |
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|
2022
Q2 | $1.32M | Hold |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.47M | Hold |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $675K | Buy |
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