Wharton Business Group’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 | $420K | Hold |
3,875
| – | – | 0.02% | 107 |
|
|
2025
Q1 | $371K | Hold |
3,875
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $399K | Sell |
3,875
-1,115
| -22% | -$115K | 0.02% | 105 |
|
|
2024
Q3 | $507K | Hold |
4,990
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $486K | Hold |
4,990
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $468K | Sell |
4,990
-490
| -9% | -$46K | 0.02% | 98 |
|
|
2023
Q4 | $462K | Hold |
5,480
| – | – | 0.02% | 94 |
|
|
2023
Q3 | $413K | Sell |
5,480
-1,145
| -17% | -$86.3K | 0.02% | 104 |
|
|
2023
Q2 | $513K | Sell |
6,625
-415
| -6% | -$32.1K | 0.03% | 87 |
|
|
2023
Q1 | $501K | Buy |
7,040
+205
| +3% | +$14.6K | 0.03% | 91 |
|
|
2022
Q4 | $453K | Buy |
6,835
+845
| +14% | +$56K | 0.03% | 96 |
|
|
2022
Q3 | $369K | Buy |
5,990
+960
| +19% | +$59.1K | 0.03% | 96 |
|
|
2022
Q2 | $334K | Hold |
5,030
| – | – | 0.02% | 104 |
|
|
2022
Q1 | $398K | Buy |
+5,030
| New | +$398K | 0.02% | 102 |
|