Abound Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65K | Hold |
13
| – | – | ﹤0.01% | 767 |
|
|
2025
Q1 | $1.49K | Hold |
13
| – | – | ﹤0.01% | 729 |
|
|
2024
Q4 | $1.58K | Hold |
13
| – | – | ﹤0.01% | 691 |
|
|
2024
Q3 | $1.57K | Hold |
13
| – | – | ﹤0.01% | 732 |
|
|
2024
Q2 | $1.46K | Hold |
13
| – | – | ﹤0.01% | 676 |
|
|
2024
Q1 | $1.42K | Hold |
13
| – | – | ﹤0.01% | 720 |
|
|
2023
Q4 | $1.31K | Hold |
13
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $1.17K | Hold |
13
| – | – | ﹤0.01% | 700 |
|
|
2023
Q2 | $1.22K | Hold |
13
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $1.14K | Hold |
13
| – | – | ﹤0.01% | 629 |
|
|
2022
Q4 | $1.07K | Hold |
13
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $987 | Buy |
+13
| New | +$987 | ﹤0.01% | 612 |
|