Wharton Business Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Hold |
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|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $507K | Hold |
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|
2024
Q2 | $486K | Hold |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $462K | Hold |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $334K | Hold |
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|
2022
Q1 | $398K | Buy |
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