Your Advocates Ltd’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
$114K Buy
1,049
+1
+0.1% +$108 0.04% 34
2025
Q1
$100K Hold
1,048
0.04% 35
2024
Q4
$108K Buy
1,048
+2
+0.2% +$206 0.04% 34
2024
Q3
$106K Hold
1,046
0.04% 37
2024
Q2
$102K Hold
1,046
0.04% 37
2024
Q1
$98.2K Hold
1,046
0.04% 37
2023
Q4
$88.2K Buy
1,046
+857
+453% +$72.3K 0.04% 38
2023
Q3
$14.3K Hold
189
0.01% 90
2023
Q2
$14.6K Hold
189
0.01% 110
2023
Q1
$13.4K Buy
189
+1
+0.5% +$71 0.01% 86
2022
Q4
$12.5K Buy
188
+1
+0.5% +$66 0.01% 84
2022
Q3
$12K Buy
187
+1
+0.5% +$64 0.01% 77
2022
Q2
$12K Hold
186
0.01% 84
2022
Q1
$15K Buy
+186
New +$15K 0.01% 89