Aprio Wealth Management’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 | $2.23M | Sell |
17,592
-239
| -1% | -$30.3K | 0.25% | 64 |
|
|
2025
Q1 | $2.05M | Buy |
17,831
+17
| +0.1% | +$1.95K | 0.26% | 62 |
|
|
2024
Q4 | $2.17M | Buy |
17,814
+2,446
| +16% | +$297K | 0.32% | 52 |
|
|
2024
Q3 | $1.85M | Buy |
15,368
+125
| +0.8% | +$15K | 0.3% | 53 |
|
|
2024
Q2 | $1.71M | Buy |
15,243
+88
| +0.6% | +$9.89K | 0.31% | 44 |
|
|
2024
Q1 | $1.65M | Sell |
15,155
-410
| -3% | -$44.8K | 0.32% | 40 |
|
|
2023
Q4 | $1.56M | Buy |
15,565
+1,423
| +10% | +$143K | 0.35% | 41 |
|
|
2023
Q3 | $1.27M | Buy |
14,142
+330
| +2% | +$29.7K | 0.35% | 41 |
|
|
2023
Q2 | $1.29M | Sell |
13,812
-495
| -3% | -$46.4K | 0.35% | 36 |
|
|
2023
Q1 | $1.26M | Buy |
14,307
+2,561
| +22% | +$225K | 0.39% | 32 |
|
|
2022
Q4 | $967K | Buy |
11,746
+6,007
| +105% | +$495K | 0.34% | 36 |
|
|
2022
Q3 | $436K | Buy |
+5,739
| New | +$436K | 0.18% | 64 |
|