Ahrens Investment Partners’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
Q1
$75.9K Buy
+865
New +$75.9K 0.04% 257
2022
Q3
Sell
-854
Closed -$69K 798
2022
Q2
$69K Buy
854
+2
+0.2% +$162 0.03% 279
2022
Q1
$83K Sell
852
-702
-45% -$68.4K 0.03% 305
2021
Q4
$165K Buy
+1,554
New +$165K 0.07% 214