American Capital Advisory’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 | $15.5K | Buy |
122
+6
| +5% | +$761 | 0.01% | 274 |
|
|
2025
Q1 | $13.3K | Hold |
116
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $14.1K | Buy |
116
+32
| +38% | +$3.89K | 0.01% | 275 |
|
|
2024
Q3 | $10.1K | Hold |
84
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $8.44K | Hold |
84
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $7.37K | Hold |
84
| – | – | 0.01% | 279 |
|
|
2023
Q4 | $8.44K | Buy |
+84
| New | +$8.44K | 0.01% | 269 |
|