UBS Group’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 | $10.7K | Sell |
99
-536
| -84% | -$58.1K | ﹤0.01% | 7509 |
|
|
2025
Q1 | $60.8K | Sell |
635
-1,899
| -75% | -$182K | ﹤0.01% | 6150 |
|
|
2024
Q4 | $261K | Buy |
2,534
+2,177
| +610% | +$224K | ﹤0.01% | 5105 |
|
|
2024
Q3 | $36.2K | Buy |
+357
| New | +$36.2K | ﹤0.01% | 5828 |
|
|
2024
Q1 | – | Sell |
-97
| Closed | -$8.19K | – | 8614 |
|
|
2023
Q4 | $8.19K | Sell |
97
-736
| -88% | -$62.1K | ﹤0.01% | 6368 |
|
|
2023
Q3 | $62.8K | Buy |
+833
| New | +$62.8K | ﹤0.01% | 5028 |
|
|
2023
Q2 | – | Sell |
-1,604
| Closed | -$114K | – | 8386 |
|
|
2023
Q1 | $114K | Buy |
+1,604
| New | +$114K | ﹤0.01% | 4751 |
|
|
2022
Q1 | – | Sell |
-583
| Closed | -$49K | – | 9594 |
|
|
2021
Q4 | $49K | Buy |
+583
| New | +$49K | ﹤0.01% | 5822 |
|
|
2021
Q2 | – | Sell |
-285
| Closed | -$20K | – | 8579 |
|
|
2021
Q1 | $20K | Buy |
285
+284
| +28,400% | +$19.9K | ﹤0.01% | 6370 |
|
|
2020
Q4 | $0 | Sell |
1
-199
| -100% | – | ﹤0.01% | 7622 |
|
|
2020
Q3 | $12K | Sell |
200
-858
| -81% | -$51.5K | ﹤0.01% | 5834 |
|
|
2020
Q2 | $57K | Buy |
1,058
+858
| +429% | +$46.2K | ﹤0.01% | 4915 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 6099 |
|
|
2019
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 6169 |
|
|
2019
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 6205 |
|