Wells Fargo’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
22,527
+2,492
| +12% | +$270K | ﹤0.01% | 2779 |
|
|
2025
Q1 | $1.92M | Buy |
20,035
+8,096
| +68% | +$776K | ﹤0.01% | 2839 |
|
|
2024
Q4 | $1.23M | Sell |
11,939
-735
| -6% | -$75.7K | ﹤0.01% | 3133 |
|
|
2024
Q3 | $1.29M | Sell |
12,674
-3,871
| -23% | -$393K | ﹤0.01% | 3056 |
|
|
2024
Q2 | $1.61M | Buy |
16,545
+4,507
| +37% | +$439K | ﹤0.01% | 2867 |
|
|
2024
Q1 | $1.13M | Sell |
12,038
-3,496
| -23% | -$328K | ﹤0.01% | 3070 |
|
|
2023
Q4 | $1.31M | Buy |
15,534
+14,075
| +965% | +$1.19M | ﹤0.01% | 2937 |
|
|
2023
Q3 | $110K | Buy |
1,459
+422
| +41% | +$31.8K | ﹤0.01% | 4391 |
|
|
2023
Q2 | $80.3K | Sell |
1,037
-114
| -10% | -$8.83K | ﹤0.01% | 4898 |
|
|
2023
Q1 | $82.1K | Buy |
1,151
+125
| +12% | +$8.92K | ﹤0.01% | 4624 |
|
|
2022
Q4 | $68K | Sell |
1,026
-19,255
| -95% | -$1.28M | ﹤0.01% | 4426 |
|
|
2022
Q3 | $1.25M | Sell |
20,281
-3,452
| -15% | -$213K | ﹤0.01% | 2894 |
|
|
2022
Q2 | $1.58M | Sell |
23,733
-4,105
| -15% | -$273K | ﹤0.01% | 2808 |
|
|
2022
Q1 | $2.2M | Sell |
27,838
-1,289,010
| -98% | -$102M | ﹤0.01% | 3027 |
|
|
2021
Q4 | $111M | Buy |
1,316,848
+718,379
| +120% | +$60.6M | 0.03% | 442 |
|
|
2021
Q3 | $45.2M | Buy |
598,469
+597,360
| +53,865% | +$45.1M | 0.01% | 1109 |
|
|
2021
Q2 | $83K | Hold |
1,109
| – | – | ﹤0.01% | 5056 |
|
|
2021
Q1 | $77K | Buy |
+1,109
| New | +$77K | ﹤0.01% | 5262 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 6612 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6454 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 6365 |
|
|
2020
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 6336 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6203 |
|