United Asset Strategies’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 | $474K | Buy |
4,378
+176
| +4% | +$19.1K | 0.04% | 195 |
|
|
2025
Q1 | $403K | Sell |
4,202
-62
| -1% | -$5.94K | 0.04% | 196 |
|
|
2024
Q4 | $439K | Sell |
4,264
-126
| -3% | -$13K | 0.04% | 185 |
|
|
2024
Q3 | $446K | Sell |
4,390
-256
| -6% | -$26K | 0.04% | 189 |
|
|
2024
Q2 | $453K | Sell |
4,646
-44
| -0.9% | -$4.29K | 0.04% | 183 |
|
|
2024
Q1 | $440K | Buy |
4,690
+16
| +0.3% | +$1.5K | 0.04% | 193 |
|
|
2023
Q4 | $394K | Sell |
4,674
-556
| -11% | -$46.9K | 0.04% | 195 |
|
|
2023
Q3 | $394K | Buy |
5,230
+453
| +9% | +$34.2K | 0.05% | 188 |
|
|
2023
Q2 | $370K | Sell |
4,777
-1,455
| -23% | -$113K | 0.05% | 191 |
|
|
2023
Q1 | $675K | Buy |
6,232
+1,503
| +32% | +$163K | 0.09% | 154 |
|
|
2022
Q4 | $314K | Buy |
4,729
+1,136
| +32% | +$75.3K | 0.04% | 190 |
|
|
2022
Q3 | $222K | Buy |
3,593
+328
| +10% | +$20.3K | 0.03% | 190 |
|
|
2022
Q2 | $217K | Buy |
3,265
+90
| +3% | +$5.98K | 0.03% | 192 |
|
|
2022
Q1 | $251K | Buy |
3,175
+402
| +14% | +$31.8K | 0.03% | 185 |
|
|
2021
Q4 | $234K | Buy |
+2,773
| New | +$234K | 0.03% | 186 |
|
|
2021
Q2 | – | Sell |
-2,919
| Closed | -$202K | – | 223 |
|
|
2021
Q1 | $202K | Buy |
+2,919
| New | +$202K | 0.03% | 198 |
|