AssetMark Inc’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 | $69K | Buy |
544
+27
| +5% | +$3.42K | ﹤0.01% | 1454 |
|
|
2025
Q1 | $59.4K | Buy |
+517
| New | +$59.4K | ﹤0.01% | 1401 |
|
|
2024
Q1 | – | Sell |
-567
| Closed | -$57K | – | 2109 |
|
|
2023
Q4 | $57K | Buy |
+567
| New | +$57K | ﹤0.01% | 1126 |
|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 1481 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1416 |
|