Sweeney & Michel’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 | $421K | Buy |
3,853
+82
| +2% | +$8.96K | 0.15% | 94 |
|
|
2025
Q1 | $325K | Buy |
+3,771
| New | +$325K | 0.14% | 95 |
|
|
2024
Q3 | $393K | Buy |
3,799
+112
| +3% | +$11.6K | 0.15% | 87 |
|
|
2024
Q2 | $367K | Buy |
3,687
+208
| +6% | +$20.7K | 0.16% | 83 |
|
|
2024
Q1 | $324K | Buy |
+3,479
| New | +$324K | 0.14% | 86 |
|
|
2023
Q3 | $341K | Sell |
4,417
-1,416
| -24% | -$109K | 0.18% | 81 |
|
|
2023
Q2 | $460K | Sell |
5,833
-190
| -3% | -$15K | 0.24% | 70 |
|
|
2023
Q1 | $450K | Buy |
+6,023
| New | +$450K | 0.24% | 72 |
|