William Blair & Company’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 | $881K | Buy |
8,135
+14
| +0.2% | +$1.52K | ﹤0.01% | 932 |
|
2025
Q1 | $778K | Buy |
8,121
+14
| +0.2% | +$1.34K | ﹤0.01% | 957 |
|
2024
Q4 | $835K | Sell |
8,107
-33
| -0.4% | -$3.4K | ﹤0.01% | 953 |
|
2024
Q3 | $826K | Sell |
8,140
-183
| -2% | -$18.6K | ﹤0.01% | 956 |
|
2024
Q2 | $811K | Sell |
8,323
-63
| -0.8% | -$6.14K | ﹤0.01% | 947 |
|
2024
Q1 | $787K | Sell |
8,386
-84
| -1% | -$7.88K | ﹤0.01% | 946 |
|
2023
Q4 | $715K | Sell |
8,470
-860
| -9% | -$72.6K | ﹤0.01% | 967 |
|
2023
Q3 | $704K | Sell |
9,330
-4
| -0% | -$302 | ﹤0.01% | 955 |
|
2023
Q2 | $723K | Sell |
9,334
-3,566
| -28% | -$276K | ﹤0.01% | 951 |
|
2023
Q1 | $919K | Sell |
12,900
-380
| -3% | -$27.1K | ﹤0.01% | 852 |
|
2022
Q4 | $881K | Sell |
13,280
-554
| -4% | -$36.7K | ﹤0.01% | 865 |
|
2022
Q3 | $854K | Sell |
13,834
-550
| -4% | -$34K | ﹤0.01% | 868 |
|
2022
Q2 | $955K | Buy |
14,384
+18
| +0.1% | +$1.2K | ﹤0.01% | 862 |
|
2022
Q1 | $1.14M | Buy |
14,366
+16
| +0.1% | +$1.27K | ﹤0.01% | 874 |
|
2021
Q4 | $1.21M | Buy |
14,350
+16
| +0.1% | +$1.35K | ﹤0.01% | 893 |
|
2021
Q3 | $1.08M | Buy |
14,334
+18
| +0.1% | +$1.36K | ﹤0.01% | 895 |
|
2021
Q2 | $1.08M | Buy |
14,316
+15
| +0.1% | +$1.13K | ﹤0.01% | 893 |
|
2021
Q1 | $991K | Buy |
14,301
+17
| +0.1% | +$1.18K | ﹤0.01% | 899 |
|
2020
Q4 | $928K | Buy |
14,284
+672
| +5% | +$43.7K | ﹤0.01% | 872 |
|
2020
Q3 | $792K | Buy |
13,612
+2,345
| +21% | +$136K | ﹤0.01% | 829 |
|
2020
Q2 | $610K | Buy |
11,267
+18
| +0.2% | +$975 | ﹤0.01% | 888 |
|
2020
Q1 | $507K | Buy |
11,249
+2,928
| +35% | +$132K | ﹤0.01% | 862 |
|
2019
Q4 | $462K | Buy |
+8,321
| New | +$462K | ﹤0.01% | 1015 |
|