Almanack 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
2022
Q3
Sell
-7,067
Closed -$570K 921
2022
Q2
$570K Sell
7,067
-401
-5% -$32.3K 0.06% 206
2022
Q1
$723K Sell
7,468
-1,208
-14% -$117K 0.06% 196
2021
Q4
$922K Buy
8,676
+26
+0.3% +$2.76K 0.07% 160
2021
Q3
$830K Buy
+8,650
New +$830K 0.07% 180