United Asset Strategies’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
Q3 | $360K | Sell |
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|
2025
Q2 | $474K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $675K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $202K | Buy |
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