Arrowroot Family Office’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 | $365K | Buy |
+2,879
| New | +$365K | 0.16% | 98 |
|
|
2024
Q4 | $416K | Sell |
3,419
-5
| -0.1% | -$608 | 0.22% | 89 |
|
|
2024
Q3 | $412K | Sell |
3,424
-119
| -3% | -$14.3K | 0.24% | 84 |
|
|
2024
Q2 | $398K | Sell |
3,543
-421
| -11% | -$47.3K | 0.25% | 83 |
|
|
2024
Q1 | $433K | Sell |
3,964
-728
| -16% | -$79.5K | 0.28% | 82 |
|
|
2023
Q4 | $472K | Sell |
4,692
-501
| -10% | -$50.4K | 0.33% | 73 |
|
|
2023
Q3 | $467K | Buy |
5,193
+87
| +2% | +$7.83K | 0.37% | 66 |
|
|
2023
Q2 | $478K | Buy |
5,106
+609
| +14% | +$57K | 0.36% | 72 |
|
|
2023
Q1 | $395K | Buy |
+4,497
| New | +$395K | 0.34% | 76 |
|