Affinia Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.53M | Sell |
15,998
-403
| -2% | -$38.4K | 1.06% | 11 |
|
|
2023
Q1 | $1.43M | Buy |
16,401
+953
| +6% | +$83.3K | 1.06% | 11 |
|
|
2022
Q4 | $1.31M | Buy |
15,448
+1,782
| +13% | +$151K | 1.11% | 11 |
|
|
2022
Q3 | $1.04M | Sell |
13,666
-400
| -3% | -$30.3K | 1.17% | 9 |
|
|
2022
Q2 | $1.17M | Buy |
14,066
+1,479
| +12% | +$123K | 0.98% | 8 |
|
|
2022
Q1 | $1.2M | Buy |
12,587
+1,474
| +13% | +$140K | 0.92% | 8 |
|
|
2021
Q4 | $1.12M | Buy |
11,113
+1,898
| +21% | +$191K | 0.73% | 9 |
|
|
2021
Q3 | $934K | Sell |
9,215
-1,269
| -12% | -$129K | 0.6% | 9 |
|
|
2021
Q2 | $1.03M | Buy |
10,484
+1,923
| +22% | +$188K | 0.62% | 10 |
|
|
2021
Q1 | $792K | Buy |
8,561
+1,860
| +28% | +$172K | 0.49% | 10 |
|
|
2020
Q4 | $552K | Buy |
6,701
+449
| +7% | +$37K | 0.38% | 11 |
|
|
2020
Q3 | $460K | Buy |
6,252
+1,618
| +35% | +$119K | 0.32% | 12 |
|
|
2020
Q2 | $310K | Sell |
4,634
-366
| -7% | -$24.5K | 0.26% | 13 |
|
|
2020
Q1 | $274K | Buy |
+5,000
| New | +$274K | 0.25% | 12 |
|