Wells Fargo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.54M | Sell |
22,351
-1,156
| -5% | -$139K | ﹤0.01% | 3087 |
|
|
2025
Q4 | $2.85M | Sell |
23,507
-514
| -2% | -$61.4K | ﹤0.01% | 3161 |
|
|
2025
Q3 | $2.81M | Buy |
24,021
+1,494
| +7% | +$168K | ﹤0.01% | 3072 |
|
|
2025
Q2 | $2.44M | Buy |
22,527
+2,492
| +12% | +$248K | ﹤0.01% | 3070 |
|
|
2025
Q1 | $1.92M | Buy |
20,035
+8,096
| +68% | +$826K | ﹤0.01% | 3189 |
|
|
2024
Q4 | $1.23M | Sell |
11,939
-735
| -6% | -$76.6K | ﹤0.01% | 3557 |
|
|
2024
Q3 | $1.29M | Sell |
12,674
-3,871
| -23% | -$380K | ﹤0.01% | 3377 |
|
|
2024
Q2 | $1.61M | Buy |
16,545
+4,507
| +37% | +$421K | ﹤0.01% | 3148 |
|
|
2024
Q1 | $1.13M | Sell |
12,038
-3,496
| -23% | -$311K | ﹤0.01% | 3384 |
|
|
2023
Q4 | $1.31M | Buy |
15,534
+14,075
| +965% | +$1.11M | ﹤0.01% | 3244 |
|
|
2023
Q3 | $110K | Buy |
1,459
+422
| +41% | +$33K | ﹤0.01% | 4724 |
|
|
2023
Q2 | $80.3K | Sell |
1,037
-114
| -10% | -$8.32K | ﹤0.01% | 5168 |
|
|
2023
Q1 | $82.1K | Buy |
1,151
+125
| +12% | +$8.66K | ﹤0.01% | 4908 |
|
|
2022
Q4 | $68K | Sell |
1,026
-19,255
| -95% | -$1.28M | ﹤0.01% | 4727 |
|
|
2022
Q3 | $1.25M | Sell |
20,281
-3,452
| -15% | -$238K | ﹤0.01% | 3079 |
|
|
2022
Q2 | $1.58M | Sell |
23,733
-4,105
| -15% | -$294K | ﹤0.01% | 2974 |
|
|
2022
Q1 | $2.2M | Sell |
27,838
-1,289,010
| -98% | -$101M | ﹤0.01% | 3205 |
|
|
2021
Q4 | $111M | Buy |
1,316,848
+718,379
| +120% | +$58.7M | 0.03% | 454 |
|
|
2021
Q3 | $45.2M | Buy |
598,469
+597,360
| +53,865% | +$46.4M | 0.01% | 1133 |
|
|
2021
Q2 | $83K | Hold |
1,109
| – | – | ﹤0.01% | 5366 |
|
|
2021
Q1 | $77K | Buy |
+1,109
| New | +$74.5K | ﹤0.01% | 5605 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | -$61 | – | 7046 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | +$58 | ﹤0.01% | 6918 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | -$102 | – | 6836 |
|
|
2020
Q1 | $0 | Buy |
2
+1
| +100% | +$53 | ﹤0.01% | 6821 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | +$53 | ﹤0.01% | 6770 |
|
Other funds holding SUSL
BOI
AF
EI