Advisornet Financial’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 | $20.8K | Hold |
164
| – | – | ﹤0.01% | 1233 |
|
|
2025
Q1 | $18.8K | Hold |
164
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q4 | $19.9K | Sell |
164
-345
| -68% | -$41.9K | ﹤0.01% | 1123 |
|
|
2024
Q3 | $61.3K | Hold |
509
| – | – | ﹤0.01% | 839 |
|
|
2024
Q2 | $57.2K | Hold |
509
| – | – | 0.01% | 779 |
|
|
2024
Q1 | $55.5K | Buy |
509
+1
| +0.2% | +$109 | 0.01% | 778 |
|
|
2023
Q4 | $51.1K | Sell |
508
-674
| -57% | -$67.8K | ﹤0.01% | 806 |
|
|
2023
Q3 | $106K | Hold |
1,182
| – | – | 0.01% | 599 |
|
|
2023
Q2 | $111K | Buy |
1,182
+13
| +1% | +$1.22K | 0.01% | 625 |
|
|
2023
Q1 | $103K | Buy |
1,169
+67
| +6% | +$5.88K | 0.01% | 614 |
|
|
2022
Q4 | $90.7K | Sell |
1,102
-534
| -33% | -$43.9K | 0.01% | 643 |
|
|
2022
Q3 | $124K | Hold |
1,636
| – | – | 0.01% | 606 |
|
|
2022
Q2 | $132K | Hold |
1,636
| – | – | 0.01% | 593 |
|
|
2022
Q1 | $158K | Buy |
1,636
+710
| +77% | +$68.6K | 0.01% | 614 |
|
|
2021
Q4 | $98K | Buy |
926
+46
| +5% | +$4.87K | 0.01% | 818 |
|
|
2021
Q3 | $84K | Hold |
880
| – | – | 0.01% | 848 |
|
|
2021
Q2 | $84K | Hold |
880
| – | – | 0.01% | 825 |
|
|
2021
Q1 | $77K | Hold |
880
| – | – | 0.01% | 819 |
|
|
2020
Q4 | $72K | Sell |
880
-68
| -7% | -$5.56K | 0.01% | 778 |
|
|
2020
Q3 | $70K | Sell |
948
-8
| -0.8% | -$591 | 0.01% | 762 |
|
|
2020
Q2 | $64K | Buy |
956
+32
| +3% | +$2.14K | 0.01% | 783 |
|
|
2020
Q1 | $51K | Sell |
924
-132
| -13% | -$7.29K | ﹤0.01% | 782 |
|
|
2019
Q4 | $71K | Hold |
1,056
| – | – | 0.01% | 779 |
|
|
2019
Q3 | $65K | Buy |
1,056
+880
| +500% | +$54.2K | 0.01% | 802 |
|
|
2019
Q2 | $11K | Hold |
176
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q1 | $10K | Sell |
176
-56
| -24% | -$3.18K | ﹤0.01% | 1182 |
|
|
2018
Q4 | $12K | Buy |
+232
| New | +$12K | ﹤0.01% | 1047 |
|