Wealth Alliance’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 | – | Sell |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $612K | Sell |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $582K | Sell |
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|
2024
Q1 | $713K | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $959K | Sell |
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|
2023
Q1 | $998K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $2.37M | Buy |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $237K | Buy |
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