Strategic Blueprint’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 | $332K | Sell |
3,065
-240
| -7% | -$26K | 0.02% | 531 |
|
|
2025
Q1 | $317K | Sell |
3,305
-1
| -0% | -$96 | 0.02% | 522 |
|
|
2024
Q4 | $341K | Sell |
3,306
-196
| -6% | -$20.2K | 0.02% | 488 |
|
|
2024
Q3 | $356K | Sell |
3,502
-105
| -3% | -$10.7K | 0.02% | 482 |
|
|
2024
Q2 | $351K | Hold |
3,607
| – | – | 0.02% | 456 |
|
|
2024
Q1 | $339K | Sell |
3,607
-1,066
| -23% | -$100K | 0.02% | 467 |
|
|
2023
Q4 | $394K | Sell |
4,673
-836
| -15% | -$70.5K | 0.03% | 394 |
|
|
2023
Q3 | $415K | Sell |
5,509
-880
| -14% | -$66.4K | 0.04% | 356 |
|
|
2023
Q2 | $495K | Sell |
6,389
-1,913
| -23% | -$148K | 0.05% | 326 |
|
|
2023
Q1 | $592K | Buy |
8,302
+3,141
| +61% | +$224K | 0.06% | 283 |
|
|
2022
Q4 | $342K | Buy |
+5,161
| New | +$342K | 0.04% | 363 |
|