Wealthcare Advisory Partners’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 | $817K | Buy |
7,538
+786
| +12% | +$85.2K | 0.02% | 524 |
|
|
2025
Q1 | $647K | Buy |
6,752
+1,193
| +21% | +$114K | 0.02% | 537 |
|
|
2024
Q4 | $573K | Buy |
5,559
+17
| +0.3% | +$1.75K | 0.02% | 537 |
|
|
2024
Q3 | $563K | Buy |
5,542
+6
| +0.1% | +$609 | 0.02% | 544 |
|
|
2024
Q2 | $539K | Buy |
5,536
+12
| +0.2% | +$1.17K | 0.02% | 522 |
|
|
2024
Q1 | $518K | Sell |
5,524
-723
| -12% | -$67.9K | 0.02% | 532 |
|
|
2023
Q4 | $527K | Buy |
+6,247
| New | +$527K | 0.02% | 479 |
|
|
2023
Q1 | – | Sell |
-13,821
| Closed | -$916K | – | 741 |
|
|
2022
Q4 | $916K | Buy |
13,821
+9,779
| +242% | +$648K | 0.04% | 292 |
|
|
2022
Q3 | $250K | Buy |
+4,042
| New | +$250K | 0.01% | 526 |
|