Values Added Financial’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 | $1.68M | Hold |
15,516
| – | – | 0.82% | 30 |
|
|
2025
Q1 | $1.49M | Buy |
15,516
+397
| +3% | +$38K | 0.82% | 32 |
|
|
2024
Q4 | $1.56M | Buy |
15,119
+2,745
| +22% | +$283K | 0.9% | 28 |
|
|
2024
Q3 | $1.26M | Buy |
12,374
+14
| +0.1% | +$1.42K | 0.79% | 29 |
|
|
2024
Q2 | $1.2M | Buy |
12,360
+1,748
| +16% | +$170K | 0.87% | 27 |
|
|
2024
Q1 | $996K | Hold |
10,612
| – | – | 0.78% | 27 |
|
|
2023
Q4 | $895K | Buy |
10,612
+4,180
| +65% | +$353K | 0.73% | 28 |
|
|
2023
Q3 | $485K | Buy |
6,432
+22
| +0.3% | +$1.66K | 0.44% | 44 |
|
|
2023
Q2 | $496K | Buy |
+6,410
| New | +$496K | 0.47% | 43 |
|