WealthSource Partners’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
2023
Q4
$8.42M Sell
2023
Q3
$7.98M Sell
2023
Q2
$8.28M Sell
2023
Q1
$7.74M Sell
2022
Q4
$7.69M Buy
2022
Q3
$5.37M Sell
2022
Q2
$10.5M Buy
2022
Q1
$2.99M Buy