Arkadios Wealth Advisors’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 | $318K | Buy |
2,505
+31
| +1% | +$3.93K | 0.01% | 1010 |
|
|
2025
Q1 | $284K | Buy |
2,474
+236
| +11% | +$27.1K | 0.01% | 921 |
|
|
2024
Q4 | $272K | Hold |
2,238
| – | – | 0.01% | 752 |
|
|
2024
Q3 | $269K | Hold |
2,238
| – | – | 0.02% | 747 |
|
|
2024
Q2 | $251K | Buy |
2,238
+74
| +3% | +$8.32K | 0.02% | 690 |
|
|
2024
Q1 | $236K | Hold |
2,164
| – | – | 0.02% | 606 |
|
|
2023
Q4 | $218K | Buy |
+2,164
| New | +$218K | 0.02% | 627 |
|
|
2023
Q3 | – | Sell |
-2,164
| Closed | -$203K | – | 736 |
|
|
2023
Q2 | $203K | Buy |
+2,164
| New | +$203K | 0.02% | 574 |
|