Wealth Alliance’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 | $524K | Sell |
4,832
-1,556
| -24% | -$169K | 0.06% | 281 |
|
|
2025
Q1 | $612K | Sell |
6,388
-213
| -3% | -$20.4K | 0.07% | 238 |
|
|
2024
Q4 | $680K | Buy |
6,601
+126
| +2% | +$13K | 0.08% | 215 |
|
|
2024
Q3 | $657K | Buy |
6,475
+505
| +8% | +$51.3K | 0.08% | 222 |
|
|
2024
Q2 | $582K | Sell |
5,970
-1,629
| -21% | -$159K | 0.08% | 232 |
|
|
2024
Q1 | $713K | Sell |
7,599
-6,089
| -44% | -$571K | 0.09% | 205 |
|
|
2023
Q4 | $1.15M | Sell |
13,688
-124
| -0.9% | -$10.5K | 0.16% | 128 |
|
|
2023
Q3 | $1.04M | Buy |
13,812
+1,424
| +11% | +$107K | 0.16% | 128 |
|
|
2023
Q2 | $959K | Sell |
12,388
-1,624
| -12% | -$126K | 0.14% | 144 |
|
|
2023
Q1 | $998K | Sell |
14,012
-1,528
| -10% | -$109K | 0.16% | 137 |
|
|
2022
Q4 | $1.03M | Sell |
15,540
-2,205
| -12% | -$146K | 0.18% | 128 |
|
|
2022
Q3 | $1.1M | Sell |
17,745
-12,648
| -42% | -$781K | 0.22% | 105 |
|
|
2022
Q2 | $2.02M | Buy |
30,393
+507
| +2% | +$33.7K | 0.39% | 51 |
|
|
2022
Q1 | $2.37M | Buy |
29,886
+26,531
| +791% | +$2.1M | 0.48% | 34 |
|
|
2021
Q4 | $283K | Hold |
3,355
| – | – | 0.06% | 346 |
|
|
2021
Q3 | $253K | Sell |
3,355
-29
| -0.9% | -$2.19K | 0.06% | 349 |
|
|
2021
Q2 | $254K | Sell |
3,384
-32
| -0.9% | -$2.4K | 0.06% | 366 |
|
|
2021
Q1 | $237K | Buy |
+3,416
| New | +$237K | 0.07% | 344 |
|