W Advisors LLC’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 | $7.39M | Sell |
68,193
-2,070
| -3% | -$224K | 4.24% | 5 |
|
|
2025
Q1 | $6.73M | Hold |
70,263
| – | – | 4.21% | 6 |
|
|
2024
Q4 | $7.24M | Sell |
70,263
-1,451
| -2% | -$150K | 4.48% | 5 |
|
|
2024
Q3 | $7.28M | Hold |
71,714
| – | – | 4.48% | 4 |
|
|
2024
Q2 | $6.99M | Sell |
71,714
-1,144
| -2% | -$111K | 4.58% | 4 |
|
|
2024
Q1 | $6.84M | Sell |
72,858
-3,250
| -4% | -$305K | 4.69% | 3 |
|
|
2023
Q4 | $6.42M | Sell |
76,108
-398
| -0.5% | -$33.6K | 4.76% | 4 |
|
|
2023
Q3 | $5.77M | Sell |
76,506
-57
| -0.1% | -$4.3K | 4.74% | 4 |
|
|
2023
Q2 | $5.93M | Sell |
76,563
-131
| -0.2% | -$10.1K | 4.64% | 4 |
|
|
2023
Q1 | $5.47M | Sell |
76,694
-242
| -0.3% | -$17.2K | 4.51% | 4 |
|
|
2022
Q4 | $5.1M | Buy |
76,936
+1,157
| +2% | +$76.7K | 4.25% | 3 |
|
|
2022
Q3 | $4.68M | Buy |
75,779
+71,362
| +1,616% | +$4.41M | 4.36% | 4 |
|
|
2022
Q2 | $293K | Sell |
4,417
-20,572
| -82% | -$1.36M | 0.25% | 77 |
|
|
2022
Q1 | $1.98M | Buy |
+24,989
| New | +$1.98M | 1.5% | 18 |
|