TLFA
True Link Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,999
| Closed | -$390K | – | 72 |
|
|
2024
Q2 | $390K | Sell |
3,999
-1,927
| -33% | -$188K | 0.04% | 43 |
|
|
2024
Q1 | $556K | Sell |
5,926
-650
| -10% | -$61K | 0.05% | 39 |
|
|
2023
Q4 | $555K | Sell |
6,576
-9,729
| -60% | -$821K | 0.06% | 38 |
|
|
2023
Q3 | $1.23M | Sell |
16,305
-7,905
| -33% | -$596K | 0.15% | 44 |
|
|
2023
Q2 | $1.87M | Sell |
24,210
-5,243
| -18% | -$406K | 0.23% | 28 |
|
|
2023
Q1 | $2.1M | Sell |
29,453
-5,866
| -17% | -$418K | 0.26% | 27 |
|
|
2022
Q4 | $2.34M | Sell |
35,319
-9,500
| -21% | -$630K | 0.32% | 21 |
|
|
2022
Q3 | $2.77M | Sell |
44,819
-16,945
| -27% | -$1.05M | 0.4% | 21 |
|
|
2022
Q2 | $4.1M | Buy |
61,764
+235
| +0.4% | +$15.6K | 0.62% | 20 |
|
|
2022
Q1 | $4.87M | Sell |
61,529
-80,886
| -57% | -$6.4M | 0.7% | 18 |
|
|
2021
Q4 | $12M | Sell |
142,415
-18,354
| -11% | -$1.55M | 1.6% | 13 |
|
|
2021
Q3 | $12.1M | Sell |
160,769
-515
| -0.3% | -$38.9K | 1.67% | 13 |
|
|
2021
Q2 | $12.1M | Hold |
161,284
| – | – | 1.78% | 13 |
|
|
2021
Q1 | $11.2M | Hold |
161,284
| – | – | 1.62% | 13 |
|
|
2020
Q4 | $10.5M | Buy |
+161,284
| New | +$10.5M | 1.64% | 15 |
|