Allworth 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 | $2.65M | Hold |
20,872
| – | – | 0.01% | 429 |
|
|
2025
Q1 | $2.35M | Sell |
20,872
-1
| -0% | -$113 | 0.01% | 366 |
|
|
2024
Q4 | $2.63M | Buy |
20,873
+1
| +0% | +$126 | 0.01% | 349 |
|
|
2024
Q3 | $2.51M | Sell |
20,872
-1
| -0% | -$120 | 0.02% | 301 |
|
|
2024
Q2 | $2.37M | Buy |
20,873
+1
| +0% | +$114 | 0.02% | 303 |
|
|
2024
Q1 | $2.28M | Sell |
20,872
-204
| -1% | -$22.3K | 0.02% | 300 |
|
|
2023
Q4 | $2.12M | Buy |
21,076
+20,863
| +9,795% | +$2.1M | 0.02% | 296 |
|
|
2023
Q3 | $19.2K | Hold |
213
| – | – | ﹤0.01% | 1543 |
|
|
2023
Q2 | $20K | Buy |
213
+3
| +1% | +$281 | ﹤0.01% | 1541 |
|
|
2023
Q1 | $18.4K | Buy |
+210
| New | +$18.4K | ﹤0.01% | 1502 |
|